- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- 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 | 5.66% | 7.23% |
| 6 Month | -12.72% | -16.51% |
| 1 Year | 5.83% | 7.94% |
| 3 Year | 16.57% | 14.87% |
| 5 Year | 32.98% | 29.72% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -5.26% | -6.23% |
| 1 Year | -9.03% | -10.8% |
| 3 Year | 15.51% | 17.23% |
| 5 Year | 21.03% | 20.09% |
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 | 0.65% | 0.48% |
| Beta | 0.77% | 0.91% |
| Alpha | -0.93% | -4.11% |
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 | 6.53 | 7.81 |
| Mid Cap | 66.04 | 68.21 |
| Small Cap | 20.3 | 17.12 |
| Large Cap | 7.14 | 6.85 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 6.53 | 5.6 |
| Financial Services | 19.45 | 17.22 |
| Basic Materials | 9.26 | 14.88 |
| Technology | 4.32 | 8.31 |
| Healthcare | 13.18 | 12.5 |
| Consumer Cyclical | 22.17 | 16.59 |
| Real Estate | 3.5 | 3.73 |
| Energy | 1.27 | 0.76 |
| Industrials | 13.08 | 12.88 |
| Communication Services | 1.64 | 1.4 |
| Consumer Defensive | 2.35 | 3.22 |
| Utilities | 3.25 | 2.91 |
Top Comparisons
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.96%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.92%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns9.99%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9.37%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.51%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.87%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.45%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns6.47%
