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Sundaram Mid Cap Fund Regular Plan vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22209 Cr | ₹12585 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 45% |
| Expense Ratio | 1.67 | 1.77 |
| Manager | Pradeep Kesavan | Ratish Varier |
| ISIN Code | INF200K01560 | INF903J01173 |
| Exits Load | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.66% | 2.1% |
| 6 Month | 4.79% | 14.51% |
| 1 Year | -1.47% | 6.39% |
| 3 Year | 16.05% | 24.18% |
| 5 Year | 24.56% | 25.99% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.29% | 3.68% |
| 1 Year | 4.48% | 18.15% |
| 3 Year | 11.78% | 21.85% |
| 5 Year | 15.18% | 21.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.53% | 20.33% |
| 3 Year | 16.37% | 19.02% |
| 5 Year | 16.75% | 18.97% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 15.06% |
| Sharp | 0.78% | 1.09% |
| Beta | 0.78% | 0.93% |
| Alpha | -3.01% | 1.50% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Ratish Varier |
| Total AUM | ₹434274 Cr | ₹12102 Cr |
| Funds Managed | 43 | 3 |
| SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.51 | 6.89 |
| Mid Cap | 65.05 | 67.99 |
| Large Cap | 6.8 | 10.91 |
| Small Cap | 16.64 | 14.22 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.32 | 3.87 |
| Financial Services | 25.65 | 19.58 |
| Basic Materials | 11.85 | 10.47 |
| Technology | 3.65 | 5.48 |
| Healthcare | 8.66 | 11.72 |
| Real Estate | 4.48 | 3.58 |
| Energy | 1.5 | 2.16 |
| Consumer Cyclical | 18.1 | 17.35 |
| Industrials | 11.3 | 14.8 |
| Communication Services | 1.54 | 2.15 |
| Consumer Defensive | 4.37 | 6.31 |
| Utilities | 2.58 | 2.52 |
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