UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
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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