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

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tortoise-icon SBI Midcap Fund - Regular Plan - Growth

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tortoise-icon 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) ₹22546 Cr ₹12596 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 -3.67% 0.96%
6 Month 7.79% 16.34%
1 Year -3.51% 3.49%
3 Year 16.24% 23.89%
5 Year 25.8% 26.75%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -1.34% 5.76%
1 Year -5.12% 8.14%
3 Year 11.97% 22.22%
5 Year 16.58% 22.35%

Rolling Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 15.86% 20.64%
3 Year 16.51% 18.9%
5 Year 16.65% 18.91%

Risk Management

Scheme Name SBI Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 11.63% 15.11%
Sharp 0.89% 1.12%
Beta 0.78% 0.91%
Alpha -2.52% 1.10%

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 8.69 8.46
Mid Cap 70.43 66.65
Large Cap 6.75 10.65
Small Cap 14.13 14.24

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.06 5.49
Financial Services 25.19 19.28
Basic Materials 11.77 11.06
Technology 4.75 5.61
Healthcare 9.95 11.57
Consumer Cyclical 17.47 17.91
Real Estate 4.48 3.59
Energy 1.39 2.04
Industrials 11.51 14.27
Communication Services 1.61 2.32
Consumer Defensive 4.09 4.27
Utilities 2.73 2.59

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