UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare

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SBI Magnum 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 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

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%

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%

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%

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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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

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

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