UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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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 Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Fund	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹22209 Cr	₹11666 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	1.77
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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Month	-0.89%	-1.35%
6 Month	3.23%	12.32%
1 Year	-4.88%	-4.15%
3 Year	16.03%	16.76%
5 Year	25.46%	22.55%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-1.31%	0.7%
1 Year	1.89%	9.79%
3 Year	11.97%	14.54%
5 Year	15.81%	15.88%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Year	15.53%	11.81%
3 Year	16.37%	14.89%
5 Year	16.75%	17.55%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	11.63%	13.04%
Sharp	0.68%	0.64%
Beta	0.78%	0.96%
Alpha	-3.57%	-5.43%

Scheme Name	SBI 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 Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	11.51	9.58
Mid Cap	65.05	62.94
Large Cap	6.8	8.14
Small Cap	16.64	19.35

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	6.32	2.29
Financial Services	25.65	19.8
Basic Materials	11.85	11.73
Technology	3.65	9.8
Healthcare	8.66	11.09
Real Estate	4.48	3.12
Energy	1.5	1.03
Consumer Cyclical	18.1	17.41
Industrials	11.3	18.62
Communication Services	1.54	2.28
Consumer Defensive	4.37	0.93
Utilities	2.58	1.9