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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) | ₹22546 Cr | ₹12818 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 | -5.46% | -0.36% |
| 6 Month | 4.67% | 13.34% |
| 1 Year | -3.19% | 4.24% |
| 3 Year | 15.41% | 22.99% |
| 5 Year | 25.66% | 26.73% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.31% | 6.87% |
| 1 Year | -5.78% | 6.37% |
| 3 Year | 11.72% | 21.64% |
| 5 Year | 16.51% | 22.07% |
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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