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) ₹20310 Cr ₹5801 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 05 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 1.9
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01560 INF209K01363
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Month 5.6% 6.59%
6 Month 22.02% 26.63%
1 Year 34.56% 42.19%
3 Year 22.82% 21.55%
5 Year 29.66% 25.9%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year 17.19% 19.77%
3 Year 44.66% 45.54%
5 Year 105.09% 92.94%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Year 30.85% 27%
3 Year 78.83% 67.79%
5 Year 114.75% 101.59%

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 1.36% 1.1%
Beta 0.72% 0.88%
Alpha 1.94% -2.22%

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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 6.3 1.32
Mid Cap 67.51 66.67
Small Cap 20.78 19.03
Large Cap 5.41 12.94

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 6.12 1.23
Power 4.57 -
Finance 10.17 -
Industrial Products 7.71 -
Consumer Durables 7.86 -
Auto Components 12.33 -
Electrical Equipment 2.88 -
Fertilizers & Agrochemicals 3.59 -
Banks 3.13 -
Textiles & Apparels 4.4 -
IT - Services 2.41 -
Healthcare Services 3.75 -
Leisure Services 4.26 -
Realty 4.38 -
Personal Products 1.6 -
Cement & Cement Products 2.9 -
Chemicals & Petrochemicals 1.69 -
Retailing 2.58 -
Pharmaceuticals & Biotechnology 5.46 -
Capital Markets 2.77 -
IT - Software 1.4 -
Entertainment 0.86 -
Industrial Manufacturing 0.84 -
Insurance 0.74 -
Food Products 0.51 -
Telecom - Services 0.47 -
Construction 0.34 2.71
Non - Ferrous Metals 0.28 -
Energy - 5.64
Healthcare - 9.43
Chemicals - 6.17
Textiles - 2.67
Capital Goods - 11.59
Financial - 18.59
Automobile - 7.89
Technology - 3.34
Consumer Discretionary - 5.37
Metals & Mining - 5.81
Materials - 4.97
Services - 8.88
Consumer Staples - 5.14
Communication - 0.53

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