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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) | ₹23360 Cr | ₹13345 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 | 0.03% | 0.8% |
| 6 Month | -0.12% | 4.92% |
| 1 Year | -0.04% | 4.67% |
| 3 Year | 18.46% | 25.59% |
| 5 Year | 20.92% | 23.19% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.24% | 0.96% |
| 1 Year | 3.86% | 14.3% |
| 3 Year | 10.93% | 20.05% |
| 5 Year | 14.74% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.28% | 20.02% |
| 3 Year | 16.32% | 19.49% |
| 5 Year | 17.15% | 19.08% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.35% |
| Sharp | 0.83% | 1.14% |
| Beta | 0.78% | 0.93% |
| Alpha | -2.48% | 1.35% |
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 | 10.96 | 9.41 |
| Mid Cap | 70.32 | 67.5 |
| Large Cap | 6.41 | 10.07 |
| Small Cap | 12.31 | 13.03 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.87 | 5.74 |
| Financial Services | 27.05 | 21.47 |
| Basic Materials | 10.98 | 9.51 |
| Technology | 4.75 | 6.13 |
| Healthcare | 6.74 | 10.33 |
| Real Estate | 4.57 | 3.71 |
| Energy | 1.96 | 2.11 |
| Consumer Cyclical | 15.85 | 15.93 |
| Industrials | 13.3 | 14.16 |
| Communication Services | 1.72 | 2.49 |
| Consumer Defensive | 4.27 | 6.1 |
| Utilities | 4.93 | 2.32 |
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