SBI Magnum Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

SBI Magnum Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Overview

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹20310 Cr	₹11825 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	29 Mar 2005	01 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	10%	45%
Expense Ratio	1.67	1.73
Manager	Pradeep Kesavan	Ratish Varier
ISIN Code	INF200K01560	INF903J01173
Exits Load	Exit load of 1% if redeemed within 1 year/365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	5.6%	3.73%
6 Month	22.02%	26.72%
1 Year	34.56%	55.76%
3 Year	22.82%	27.27%
5 Year	29.66%	27%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	17.19%	21.78%
3 Year	44.66%	55%
5 Year	105.09%	101.07%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	30.85%	26.93%
3 Year	78.83%	73.41%
5 Year	114.75%	110.61%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	11.63%	13.35%
Sharp	1.36%	1.37%
Beta	0.72%	0.87%
Alpha	1.94%	1.34%

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Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Pradeep Kesavan	Ratish Varier
Total AUM	₹434274 Cr	₹12102 Cr
Fund Manage	43	3
	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.3	6.5
Mid Cap	67.51	66.49
Small Cap	20.78	9.85
Large Cap	5.41	17.11

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.12	2.66
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	0.46
Food Products	0.51	-
Telecom - Services	0.47	-
Construction	0.34	2.45
Non - Ferrous Metals	0.28	-
Capital Goods	-	11.59
Financial	-	18.38
Consumer Discretionary	-	4.72
Automobile	-	9.82
Services	-	13.57
Healthcare	-	10.83
Chemicals	-	3.8
Metals & Mining	-	3.91
Unclassified	-	1.83
Energy	-	4.29
Technology	-	4.25
Materials	-	5.11
Consumer Staples	-	1.94
Communication	-	0.34