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

SBI Magnum Midcap Fund - Regular Plan - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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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	-6.3%	-6.04%
6 Month	5.85%	10.84%
1 Year	24.09%	37.76%
3 Year	16.92%	21.7%
5 Year	26.36%	23.73%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	20.09%	29.86%
3 Year	24.32%	32.77%
5 Year	27.73%	29.48%

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%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	11.63%	13.35%
Sharp	1.04%	1.16%
Beta	0.74%	0.88%
Alpha	1.49%	2.72%

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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	5.34	6.5
Mid Cap	67.69	66.49
Small Cap	20.14	9.85
Large Cap	6.85	17.11

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	5.34	2.66
Finance	13.09	-
Cement & Cement Products	2.91	-
IT - Services	2.39	-
Capital Markets	2.74	-
Healthcare Services	3.89	-
Insurance	0.75	0.46
Banks	4.01	-
Leisure Services	4.44	-
Pharmaceuticals & Biotechnology	6.46	-
Auto Components	9.68	-
Realty	4.14	-
Chemicals & Petrochemicals	1.42	-
Industrial Products	7.04	-
Telecom - Services	1.76	-
Consumer Durables	8.02	-
Electrical Equipment	2.74	-
Fertilizers & Agrochemicals	3.45	-
Personal Products	1.49	-
Retailing	2.63	-
Food Products	0.47	-
IT - Software	1.26	-
Industrial Manufacturing	1.49	-
Textiles & Apparels	4.4	-
Power	4.01	-
Materials	-	5.11
Healthcare	-	10.83
Technology	-	4.25
Financial	-	18.38
Chemicals	-	3.8
Capital Goods	-	11.59
Automobile	-	9.82
Construction	-	2.45
Energy	-	4.29
Services	-	13.57
Consumer Discretionary	-	4.72
Communication	-	0.34
Consumer Staples	-	1.94
Metals & Mining	-	3.91
Unclassified	-	1.83