Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Mid Cap Growth Fund Regular Plan vs SBI Magnum Midcap Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21177 Cr ₹4354 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 Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 3.03% 3.59%
6 Month 1.97% -0.57%
1 Year 8.12% 1.55%
3 Year 20.66% 22.87%
5 Year 32.93% 29.05%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month 4.67% 4.43%
1 Year 2.46% -2.4%
3 Year 18.12% 19.56%
5 Year 21.37% 20.61%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 16.74% 17.53%
3 Year 15.93% 16.61%
5 Year 16.06% 17.03%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 11.63% 13.05%
Sharp 0.73% 0.78%
Beta 0.78% 0.91%
Alpha -1.7% -1.76%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Pradeep Kesavan Satish Chandra Mishra
Total AUM ₹434274 Cr ₹13117 Cr
Funds Managed 43 5
SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 7.95 7.34
Mid Cap 67.59 67.05
Small Cap 16.75 17.19
Large Cap 7.71 8.42

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 7.95 7.34
Finance 12.6 6.47
Cement & Cement Products 7.31 3.63
IT - Services 2.15 -
Capital Markets 1.97 -
Healthcare Services 4.64 1.77
Insurance 0.32 5.92
Banks 4.33 6.61
Leisure Services 3.71 3.68
Pharmaceuticals & Biotechnology 9.08 12.9
Auto Components 9.09 5.71
Realty 3.39 4.46
Petroleum Products 1.29 1.5
Industrial Products 6.23 6.41
Telecom - Services 1.6 3.14
Consumer Durables 5.04 2.67
Electrical Equipment 2.1 2.37
Fertilizers & Agrochemicals 1.61 3.25
Personal Products 1.65 -
Retailing 1.29 -
Food Products 1.02 -
IT - Software 1.62 4.45
Industrial Manufacturing 2.1 -
Textiles & Apparels 4.56 1.99
Power 3.35 0.69
Chemicals & Petrochemicals - 1.9
Construction - 2.03
Gas - 2.11
Agricultural, Commercial & Construction Vehicles - 1.11
Aerospace & Defense - 1.11
Diversified - 0.67
Agricultural Food & other Products - 1.13
Transport Infrastructure - 3.43
Transport Services - 0.45
Commercial Services & Supplies - 1.1

Top Comparisons

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns22.12%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns21.31%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.63%

VS

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns9.34%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns8.48%

VS

LIC MF GILT FUND-Growth LIC MF GILT FUND-Growth

3Y Returns7.49%

Compare Now

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns22.49%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns24.91%

Compare Now
Add to Cart Successfully