Tata Mid Cap Growth Fund Regular Plan vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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% |
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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 |
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