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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) | ₹23315 Cr | ₹5497 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 | -2.94% | -3.1% |
| 6 Month | -1.59% | 1.19% |
| 1 Year | 3.53% | 12.34% |
| 3 Year | 17.19% | 22.67% |
| 5 Year | 19.46% | 19.87% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -3.53% | -2.36% |
| 1 Year | -4.98% | 3.8% |
| 3 Year | 6.81% | 12.09% |
| 5 Year | 12.29% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.18% | 15.58% |
| 3 Year | 16.41% | 17.72% |
| 5 Year | 17.27% | 17.53% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.05% |
| Sharp | 0.87% | 1.07% |
| Beta | 0.78% | 0.89% |
| Alpha | -2.2% | 0.03% |
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 | 10.7 | 10.25 |
| Large Cap | 8.37 | 7.15 |
| Mid Cap | 69.39 | 71.45 |
| Small Cap | 11.55 | 11.15 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 4.83 | 4.12 |
| Industrials | 13.99 | 13.74 |
| Financial Services | 24.99 | 21.11 |
| Basic Materials | 10.99 | 11.3 |
| Technology | 4.67 | 7.66 |
| Healthcare | 6.5 | 14.49 |
| Real Estate | 4.64 | 2.53 |
| Energy | 2.14 | 1.63 |
| Consumer Cyclical | 15.03 | 14.13 |
| Utilities | 6.27 | 1.75 |
| Communication Services | 1.8 | 3.6 |
| Consumer Defensive | 4.15 | 3.94 |
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