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

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 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) ₹21407 Cr ₹12350 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Mar 2005 19 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 1.74
Manager Pradeep Kesavan Ratish Varier
ISIN Code INF200K01560 INF903J01173
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 Sundaram Mid Cap Fund - 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 Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 3.01% 4.39%
6 Month 1.17% 7.82%
1 Year 21.14% 32.15%
3 Year 19.56% 25.12%
5 Year 27.11% 24.54%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 15.45% 26.13%
3 Year 23.78% 32.98%
5 Year 27.31% 29.8%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 16.56% 21.22%
3 Year 15.09% 18.05%
5 Year 15.59% 18.53%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 11.63% 13.35%
Sharp 0.95% 1.22%
Beta 0.76% 0.88%
Alpha -0.15% 3.05%

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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.97 5.82
Mid Cap 69.16 67.46
Small Cap 18.54 13.95
Large Cap 6.33 13.04

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.97 5.82
Finance 12.12 8.57
Cement & Cement Products 2.15 1.94
IT - Services 2.31 -
Capital Markets 2.77 2.39
Healthcare Services 4.05 4.37
Insurance 0.68 1.28
Banks 4.27 8.64
Leisure Services 4.23 3.59
Pharmaceuticals & Biotechnology 7.24 6.89
Auto Components 9.08 7.23
Realty 3.96 3.04
Petroleum Products 1.33 1.42
Chemicals & Petrochemicals 0.04 1.47
Industrial Products 6.96 7.67
Telecom - Services 1.59 1.12
Consumer Durables 8.63 6.05
Electrical Equipment 2.76 3.19
Fertilizers & Agrochemicals 3.57 3.11
Personal Products 1.5 -
Retailing 2.54 4.29
Food Products 0.45 0.88
IT - Software 1.42 4.71
Industrial Manufacturing 1.82 -
Textiles & Apparels 4.56 -
Power 4 1.71
Automobiles - 1.48
Transport Services - 2.13
Agricultural Food & other Products - 1.22
Gas - 0.9
Aerospace & Defense - 1.31
Financial Technology (Fintech) - 1.67
Beverages - 1.19
Ferrous Metals - 0.99

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