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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) | ₹23360 Cr | ₹12050 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 | -1.38% | -1.4% |
| 6 Month | 1.05% | 2.44% |
| 1 Year | -2.7% | -2.05% |
| 3 Year | 16.33% | 16.18% |
| 5 Year | 20.67% | 18.4% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 1.02% | - |
| 1 Year | 6.98% | 11.48% |
| 3 Year | 11.45% | 12.96% |
| 5 Year | 14.75% | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 15.28% | 11.66% |
| 3 Year | 16.32% | 15.1% |
| 5 Year | 17.15% | 17.78% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.04% |
| Sharp | 0.83% | 0.71% |
| Beta | 0.78% | 0.96% |
| Alpha | -2.48% | -5.33% |
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 | 10.96 | 10.59 |
| Mid Cap | 70.32 | 63.82 |
| Large Cap | 6.41 | 8.4 |
| Small Cap | 12.31 | 17.19 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 3.87 | 1.77 |
| Financial Services | 27.05 | 21.65 |
| Basic Materials | 10.98 | 11.04 |
| Technology | 4.75 | 10.77 |
| Healthcare | 6.74 | 10.84 |
| Real Estate | 4.57 | 3.34 |
| Energy | 1.96 | 1.03 |
| Consumer Cyclical | 15.85 | 16.01 |
| Industrials | 13.3 | 18.03 |
| Communication Services | 1.72 | 2.31 |
| Consumer Defensive | 4.27 | 1.37 |
| Utilities | 4.93 | 1.86 |
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