DSP Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21177 Cr | ₹17762 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Mar 2005 | 14 Nov 2006 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 10% | 22% |
Expense Ratio | 1.67 | 1.68 |
Manager | Pradeep Kesavan | Vinit Sambre |
ISIN Code | INF200K01560 | INF740K01128 |
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 | DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.66% | 6.63% |
6 Month | -12.72% | -16.32% |
1 Year | 5.83% | 9.19% |
3 Year | 16.57% | 14.09% |
5 Year | 32.98% | 24.2% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.26% | -7.95% |
1 Year | -9.03% | -13.55% |
3 Year | 15.51% | 15.48% |
5 Year | 21.03% | 15.9% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.74% | 13.63% |
3 Year | 15.93% | 16.56% |
5 Year | 16.06% | 16.41% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.63% | 14.37% |
Sharp | 0.65% | 0.41% |
Beta | 0.77% | 0.96% |
Alpha | -0.93% | -5.6% |
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Fund Managers
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Vinit Sambre |
Total AUM | ₹434274 Cr | ₹31142 Cr |
Funds Managed | 43 | 3 |
SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.53 | 4.94 |
Mid Cap | 66.04 | 66.51 |
Small Cap | 20.3 | 16.45 |
Large Cap | 7.14 | 12.1 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.53 | 4.94 |
Financial Services | 19.45 | 13.64 |
Basic Materials | 9.26 | 15.95 |
Technology | 4.32 | 10.06 |
Healthcare | 13.18 | 10.4 |
Consumer Cyclical | 22.17 | 19.16 |
Real Estate | 3.5 | 2.83 |
Energy | 1.27 | 3.09 |
Industrials | 13.08 | 12.95 |
Communication Services | 1.64 | 2.03 |
Consumer Defensive | 2.35 | 2.91 |
Utilities | 3.25 | 2.04 |
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