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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) | ₹22012 Cr | ₹4946 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 | 3.52% | 3.64% |
| 6 Month | 10.39% | 18.38% |
| 1 Year | -6.06% | -3.85% |
| 3 Year | 15.04% | 20.53% |
| 5 Year | 24.86% | 23.97% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.02% | 4.67% |
| 1 Year | 1.59% | 12.03% |
| 3 Year | 12.96% | 18.5% |
| 5 Year | 16.65% | 19.23% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.86% | 16.58% |
| 3 Year | 16.51% | 17.11% |
| 5 Year | 16.65% | 17.28% |
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 | 0.67% | 0.89% |
| Beta | 0.78% | 0.9% |
| Alpha | -3.22% | -0.74% |
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 | 9.77 | 6.45 |
| Mid Cap | 68.08 | 69.73 |
| Large Cap | 6.73 | 8.59 |
| Small Cap | 15.41 | 15.23 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 5.52 | 5.38 |
| Financial Services | 25.82 | 16.5 |
| Basic Materials | 13.05 | 12.67 |
| Technology | 3.46 | 5.13 |
| Healthcare | 9.48 | 14.31 |
| Real Estate | 4.49 | 3.86 |
| Energy | 1.28 | 1.37 |
| Consumer Cyclical | 17.55 | 13.97 |
| Industrials | 11.05 | 19.23 |
| Communication Services | 1.54 | 3.3 |
| Consumer Defensive | 4.14 | 2.28 |
| Utilities | 2.62 | 2 |
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