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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 | 2.31% | 2.64% |
| 6 Month | -4.95% | -7.28% |
| 1 Year | 6.05% | 2.57% |
| 3 Year | 16.67% | 18.67% |
| 5 Year | 30.31% | 26.63% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.49% | -0.44% |
| 1 Year | -4.46% | -10.32% |
| 3 Year | 16.53% | 18.08% |
| 5 Year | 20.91% | 20.08% |
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 | 0.68% | 0.63% |
| Beta | 0.78% | 0.91% |
| Alpha | -0.5% | -1.79% |
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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 | 8.45 | 3.85 |
| Mid Cap | 66.19 | 68.81 |
| Small Cap | 17.47 | 19.06 |
| Large Cap | 7.89 | 8.29 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.45 | 3.76 |
| Financial Services | 20.17 | 20.91 |
| Basic Materials | 10.46 | 9.65 |
| Technology | 3.88 | 4.98 |
| Healthcare | 13.48 | 14.6 |
| Consumer Cyclical | 19.9 | 11.64 |
| Real Estate | 3.23 | 4.58 |
| Energy | 1.14 | 1.34 |
| Industrials | 11.71 | 21.45 |
| Communication Services | 1.67 | 3.12 |
| Consumer Defensive | 2.85 | 1.2 |
| Utilities | 3.06 | 2.79 |
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