- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life MidCap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
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) | ₹21177 Cr | ₹5533 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 | 2.7% | 3.21% |
| 6 Month | -4.19% | -7.81% |
| 1 Year | 10.58% | 9.44% |
| 3 Year | 17.55% | 16.18% |
| 5 Year | 32.22% | 28.92% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -0.73% | -1.83% |
| 1 Year | -5.39% | -9.03% |
| 3 Year | 16.24% | 17.07% |
| 5 Year | 21% | 19.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 16.74% | 21% |
| 3 Year | 15.93% | 18.45% |
| 5 Year | 16.06% | 15.37% |
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 | 0.68% | 0.52% |
| Beta | 0.78% | 0.93% |
| Alpha | -0.5% | -3.5% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 8.45 | 3.74 |
| Mid Cap | 66.19 | 67.82 |
| Small Cap | 17.47 | 16.35 |
| Large Cap | 7.89 | 12.09 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 8.45 | 3.74 |
| Financial Services | 20.17 | - |
| Basic Materials | 10.46 | - |
| Technology | 3.88 | - |
| Healthcare | 13.48 | - |
| Consumer Cyclical | 19.9 | - |
| Real Estate | 3.23 | - |
| Energy | 1.14 | - |
| Industrials | 11.71 | - |
| Communication Services | 1.67 | - |
| Consumer Defensive | 2.85 | - |
| Utilities | 3.06 | - |
| Construction | - | 0.82 |
| IT - Services | - | 0.61 |
| Finance | - | 10.11 |
| Retailing | - | 2.7 |
| Pharmaceuticals & Biotechnology | - | 7.64 |
| Chemicals & Petrochemicals | - | 4.81 |
| IT - Software | - | 6.25 |
| Leisure Services | - | 2.42 |
| Paper, Forest & Jute Products | - | 0.8 |
| Healthcare Services | - | 4.76 |
| Auto Components | - | 5.87 |
| Banks | - | 6.93 |
| Electrical Equipment | - | 2.51 |
| Transport Services | - | 0.81 |
| Capital Markets | - | 1.59 |
| Fertilizers & Agrochemicals | - | 1.73 |
| Insurance | - | 2.42 |
| Industrial Products | - | 7.13 |
| Diversified Metals | - | 0.88 |
| Realty | - | 3.6 |
| Ferrous Metals | - | 2.47 |
| Consumer Durables | - | 4.27 |
| Oil | - | 0.38 |
| Automobiles | - | 0.88 |
| Minerals & Mining | - | 1.96 |
| Beverages | - | 3.23 |
| Transport Infrastructure | - | 0.68 |
| Textiles & Apparels | - | 3.34 |
| Power | - | 2.75 |
| Cement & Cement Products | - | 1.91 |
Top Comparisons
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.27%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.27%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns17.55%
HSBC Midcap Fund - Regular Growth
3Y Returns20.12%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.7%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.59%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns21.77%
