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UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare

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

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Fund SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21177 Cr ₹11125 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 01 Aug 2005
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 10% 17%
Expense Ratio 1.67 1.76
Manager Pradeep Kesavan Ankit Agarwal
ISIN Code INF200K01560 INF789F01810
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 UTI Mid Cap Fund - 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 UTI Mid Cap Fund-Growth Option
1 Month 4.75% 7.81%
6 Month 2.47% -1.16%
1 Year 8.56% 7.17%
3 Year 21.58% 21.04%
5 Year 33.48% 29.18%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
6 Month 4.67% 5.12%
1 Year 2.46% -1.44%
3 Year 18.12% 16.7%
5 Year 21.37% 18.41%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Year 16.74% 13.03%
3 Year 15.93% 14.51%
5 Year 16.06% 16.13%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 11.63% 13.04%
Sharp 0.73% 0.55%
Beta 0.78% 0.93%
Alpha -1.7% -5.32%

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Fund Managers

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Name Pradeep Kesavan Ankit Agarwal
Total AUM ₹434274 Cr ₹13947 Cr
Funds Managed 43 3
SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

UTI Mid Cap Fund-Growth Option

Others 7.95 2.65
Mid Cap 67.59 67.66
Small Cap 16.75 20.45
Large Cap 7.71 9.24

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

UTI Mid Cap Fund-Growth Option

Others 7.95 2.65
Finance 12.6 7.41
Cement & Cement Products 7.31 3.02
IT - Services 2.15 0.96
Capital Markets 1.97 2.45
Healthcare Services 4.64 4.76
Insurance 0.32 3.35
Banks 4.33 4.66
Leisure Services 3.71 2.31
Pharmaceuticals & Biotechnology 9.08 7.62
Auto Components 9.09 9.31
Realty 3.39 3.4
Petroleum Products 1.29 -
Industrial Products 6.23 7.54
Telecom - Services 1.6 1.45
Consumer Durables 5.04 7.33
Electrical Equipment 2.1 1.89
Fertilizers & Agrochemicals 1.61 3.31
Personal Products 1.65 0.9
Retailing 1.29 3.68
Food Products 1.02 -
IT - Software 1.62 7.25
Industrial Manufacturing 2.1 0.79
Textiles & Apparels 4.56 1.19
Power 3.35 0.69
Ferrous Metals - 0.94
Transport Services - 0.51
Automobiles - 1.04
Construction - 0.73
Aerospace & Defense - 1.21
Chemicals & Petrochemicals - 3.01
Financial Technology (Fintech) - 1.6
Minerals & Mining - 1.59
Gas - 0.9
Commercial Services & Supplies - 0.55

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