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)	₹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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	0.5%	2.22%
6 Month	0.8%	10.64%
1 Year	-2.85%	4.87%
3 Year	16.07%	24.03%
5 Year	24.72%	26.59%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-1.31%	2.78%
1 Year	1.89%	15.42%
3 Year	11.97%	22.1%
5 Year	15.81%	22.07%

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%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	11.63%	14.94%
Sharp	0.68%	1.01%
Beta	0.78%	0.90%
Alpha	-3.57%	1.00%

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	11.51	6.89
Mid Cap	65.05	67.99
Large Cap	6.8	10.91
Small Cap	16.64	14.22

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