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Tata Mid Cap Growth Fund Regular Plan vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹23360 Cr | ₹5420 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 69.98% |
| Expense Ratio | 1.67 | 1.87 |
| Manager | Pradeep Kesavan | Satish Chandra Mishra |
| ISIN Code | INF200K01560 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -0.49% | -0.36% |
| 6 Month | -0.88% | 5.28% |
| 1 Year | -2.88% | 2.21% |
| 3 Year | 16.12% | 21.14% |
| 5 Year | 21.15% | 21.29% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.02% | 2.66% |
| 1 Year | 6.98% | 17.73% |
| 3 Year | 11.45% | 16.88% |
| 5 Year | 14.75% | 18.03% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.33% | 15.85% |
| 3 Year | 16.37% | 17.59% |
| 5 Year | 17.1% | 17.48% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.14% | 14.55% |
| Sharp | 0.76% | 0.96% |
| Beta | 0.78% | 0.90% |
| Alpha | -2.61% | -0.37% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Satish Chandra Mishra |
| Total AUM | ₹434274 Cr | ₹13117 Cr |
| Funds Managed | 43 | 5 |
| SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 9.47 | 7.02 |
| Mid Cap | 67.45 | 70.8 |
| Large Cap | 8.22 | 8.76 |
| Small Cap | 14.86 | 13.42 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 4.5 | 5.15 |
| Financial Services | 25.56 | 18.39 |
| Basic Materials | 11.39 | 11.93 |
| Technology | 2.57 | 4.87 |
| Healthcare | 9.2 | 14.69 |
| Real Estate | 4.84 | 3.28 |
| Energy | 2.07 | 1.62 |
| Consumer Cyclical | 16.83 | 12.88 |
| Industrials | 12.03 | 18.83 |
| Communication Services | 1.58 | 3.27 |
| Consumer Defensive | 4.52 | 3.15 |
| Utilities | 4.93 | 1.94 |
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