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UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹22546 Cr | ₹11822 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | -3.67% | -0.41% |
| 6 Month | 7.79% | 14.97% |
| 1 Year | -3.51% | -2.5% |
| 3 Year | 16.24% | 17.29% |
| 5 Year | 25.8% | 23.3% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | -1.34% | 4.54% |
| 1 Year | -5.12% | 3.46% |
| 3 Year | 11.97% | 14.8% |
| 5 Year | 16.58% | 16.46% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 15.86% | 12.07% |
| 3 Year | 16.51% | 14.7% |
| 5 Year | 16.65% | 17.22% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.04% |
| Sharp | 0.89% | 0.78% |
| Beta | 0.78% | 0.95% |
| Alpha | -2.52% | -5.2% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 8.69 | 8.57 |
| Mid Cap | 70.43 | 63.54 |
| Large Cap | 6.75 | 7.36 |
| Small Cap | 14.13 | 20.52 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.06 | 1.64 |
| Financial Services | 25.19 | 18.63 |
| Basic Materials | 11.77 | 12.68 |
| Technology | 4.75 | 9.73 |
| Healthcare | 9.95 | 12.51 |
| Consumer Cyclical | 17.47 | 18.84 |
| Real Estate | 4.48 | 3 |
| Energy | 1.39 | 0.88 |
| Industrials | 11.51 | 16.92 |
| Communication Services | 1.61 | 2.42 |
| Consumer Defensive | 4.09 | 0.87 |
| Utilities | 2.73 | 1.86 |
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