Sundaram Mid Cap Fund Regular Plan vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹22406 Cr	₹12344 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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	2.73%	2.49%
6 Month	0.97%	-0.29%
1 Year	2.01%	6.84%
3 Year	22.49%	29.71%
5 Year	29.19%	28.77%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	8.86%	11.91%
1 Year	8.98%	12.45%
3 Year	18.87%	26.14%
5 Year	21.28%	24.84%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	16.23%	20.98%
3 Year	16.29%	18.62%
5 Year	16.45%	18.81%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	11.63%	16.40%
Sharp	0.98%	1.15%
Beta	0.77%	0.92%
Alpha	-1.56%	1.93%

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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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.53	10.54
Mid Cap	72.55	64.47
Small Cap	14.98	13.63
Large Cap	5.94	11.36

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.53	7.95
Finance	11.21	-
Cement & Cement Products	7.14	-
IT - Services	1.95	-
Capital Markets	2.14	-
Healthcare Services	4.26	-
Banks	4.25	-
Leisure Services	2.29	-
Pharmaceuticals & Biotechnology	8.43	-
Auto Components	10.24	-
Realty	3.82	-
Petroleum Products	1.38	-
Industrial Products	5.67	-
Telecom - Services	1.71	-
Consumer Durables	4.7	-
Electrical Equipment	3.48	-
Personal Products	3.18	-
Insurance	2.24	-
Retailing	1.36	-
Food Products	0.95	-
Fertilizers & Agrochemicals	0.68	-
IT - Software	3.02	-
Industrial Manufacturing	2.24	-
Textiles & Apparels	4.25	-
Power	2.88	-
Industrials	-	14.53
Healthcare	-	10.4
Technology	-	6.5
Basic Materials	-	10.57
Consumer Cyclical	-	18.72
Real Estate	-	3.74
Energy	-	2.05
Financial Services	-	17.21
Communication Services	-	2.44
Consumer Defensive	-	4.02
Utilities	-	1.87