SBI Magnum Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹21177 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 29 Mar 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | % | 10% |
Expense Ratio | 2.06 | 1.67 |
Manager | Rohan Korde | Pradeep Kesavan |
ISIN Code | INF00XX01895 | INF200K01560 |
Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.14% | 5.66% |
6 Month | -16.34% | -12.72% |
1 Year | 3.43% | 5.83% |
3 Year | 20.77% | 16.57% |
5 Year | - | 32.98% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.95% | -5.26% |
1 Year | -15.77% | -9.03% |
3 Year | 20.94% | 15.51% |
5 Year | - | 21.03% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.59% | 16.74% |
3 Year | 23.23% | 15.93% |
5 Year | - | 16.06% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 11.63% |
Sharp | 0.922% | 0.65% |
Beta | 0.903% | 0.77% |
Alpha | 0.547% | -0.93% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Rohan Korde | Pradeep Kesavan |
Total AUM | ₹4626 Cr | ₹434274 Cr |
Funds Managed | 10 | 43 |
ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.19 | 6.53 |
Mid Cap | 67.18 | 66.04 |
Small Cap | 18.11 | 20.3 |
Large Cap | 7.52 | 7.14 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 6.53 |
Utilities | 2.37 | 3.25 |
Technology | 16.29 | 4.32 |
Industrials | 20.88 | 13.08 |
Financial Services | 19.06 | 19.45 |
Healthcare | 12.55 | 13.18 |
Consumer Cyclical | 9.91 | 22.17 |
Basic Materials | 5.77 | 9.26 |
Energy | 1.88 | 1.27 |
Real Estate | 2.04 | 3.5 |
Communication Services | 1.44 | 1.64 |
Consumer Defensive | 2.29 | 2.35 |
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