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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) | ₹22209 Cr | ₹5043 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 | 2.44% | 3.5% |
| 6 Month | 3.19% | 10.87% |
| 1 Year | 0.7% | 5.32% |
| 3 Year | 16.43% | 21.41% |
| 5 Year | 24.39% | 23.48% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.29% | 3.33% |
| 1 Year | 4.48% | 15.86% |
| 3 Year | 11.78% | 17.36% |
| 5 Year | 15.18% | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.45% | 16.03% |
| 3 Year | 16.32% | 17.48% |
| 5 Year | 17.01% | 17.45% |
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 | 0.78% | 1.01% |
| Beta | 0.78% | 0.9% |
| Alpha | -3.01% | -0.72% |
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 | 11.51 | 5.89 |
| Mid Cap | 65.05 | 70.5 |
| Large Cap | 6.8 | 8.73 |
| Small Cap | 16.64 | 14.88 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 6.32 | 4.66 |
| Financial Services | 25.65 | 16.6 |
| Basic Materials | 11.85 | 11.95 |
| Technology | 3.65 | 4.69 |
| Healthcare | 8.66 | 14.95 |
| Real Estate | 4.48 | 3.8 |
| Energy | 1.5 | 1.58 |
| Consumer Cyclical | 18.1 | 13.75 |
| Industrials | 11.3 | 19.77 |
| Communication Services | 1.54 | 3.11 |
| Consumer Defensive | 4.37 | 3.17 |
| Utilities | 2.58 | 1.97 |
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