Aditya Birla Sun Life MidCap Fund vs SBI Magnum Midcap Fund compare

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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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 Aditya Birla Sun Life MidCap Fund-Growth
Fund SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21407 Cr ₹6015 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 03 Oct 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 10% 16%
Expense Ratio 1.67 1.87
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01560 INF209K01363
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 Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Month 3.01% 2.31%
6 Month 1.17% 2.51%
1 Year 21.14% 25.11%
3 Year 19.56% 18.31%
5 Year 27.11% 23.02%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year 15.45% 17.56%
3 Year 23.78% 25.7%
5 Year 27.31% 26.05%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Year 16.56% 20.84%
3 Year 15.09% 18.53%
5 Year 15.59% 15.28%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 11.63% 13.87%
Sharp 0.95% 0.8%
Beta 0.76% 0.9%
Alpha -0.15% -2.58%

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Fund Managers

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 5.97 0.64
Mid Cap 69.16 65.58
Small Cap 18.54 25.69
Large Cap 6.33 8.02

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 5.97 0.64
Finance 12.12 9.56
Cement & Cement Products 2.15 3.77
IT - Services 2.31 -
Capital Markets 2.77 1.77
Healthcare Services 4.05 4.64
Insurance 0.68 2.61
Banks 4.27 5.71
Leisure Services 4.23 1.97
Pharmaceuticals & Biotechnology 7.24 7.14
Auto Components 9.08 9.47
Realty 3.96 2.16
Petroleum Products 1.33 -
Chemicals & Petrochemicals 0.04 3.49
Industrial Products 6.96 4.78
Telecom - Services 1.59 0.05
Consumer Durables 8.63 7.07
Electrical Equipment 2.76 3
Fertilizers & Agrochemicals 3.57 3.16
Personal Products 1.5 0.36
Retailing 2.54 3.22
Food Products 0.45 -
IT - Software 1.42 3.52
Industrial Manufacturing 1.82 0.47
Textiles & Apparels 4.56 2.33
Power 4 3.33
Construction - 1.8
Paper, Forest & Jute Products - 0.98
Transport Services - 0.92
Ferrous Metals - 1.49
Agricultural Food & other Products - 0.4
Gas - 1.52
Agricultural, Commercial & Construction Vehicles - 0.87
Entertainment - 1.09
Oil - 0.78
Automobiles - 0.83
Minerals & Mining - 1.44
Beverages - 3.47
Transport Infrastructure - 0.12

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