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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -5.35% -5.37%
6 Month 11.41% 17.51%
1 Year 34.35% 52.15%
3 Year 20.17% 24.19%
5 Year 27.4% 24.56%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 16.6% 21.36%
3 Year 15.39% 18.15%
5 Year 15.78% 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 1.28% 1.33%
Beta 0.72% 0.88%
Alpha 2.7% 2.69%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.3 6.5
Mid Cap 67.51 66.49
Small Cap 20.78 9.85
Large Cap 5.41 17.11

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 6.12 2.66
Finance 10.17 -
Cement & Cement Products 2.9 -
IT - Services 2.41 -
Capital Markets 2.77 -
Healthcare Services 3.75 -
Insurance 0.74 0.46
Banks 3.13 -
Leisure Services 4.26 -
Pharmaceuticals & Biotechnology 5.46 -
Auto Components 12.33 -
Realty 4.38 -
Chemicals & Petrochemicals 1.69 -
Industrial Products 7.71 -
Telecom - Services 0.47 -
Consumer Durables 7.86 -
Non - Ferrous Metals 0.28 -
Electrical Equipment 2.88 -
Fertilizers & Agrochemicals 3.59 -
Personal Products 1.6 -
Construction 0.34 2.45
IT - Software 1.4 -
Retailing 2.58 -
Food Products 0.51 -
Industrial Manufacturing 0.84 -
Entertainment 0.86 -
Textiles & Apparels 4.4 -
Power 4.57 -
Materials - 5.11
Healthcare - 10.83
Technology - 4.25
Financial - 18.38
Chemicals - 3.8
Capital Goods - 11.59
Automobile - 9.82
Energy - 4.29
Services - 13.57
Consumer Discretionary - 4.72
Communication - 0.34
Consumer Staples - 1.94
Metals & Mining - 3.91
Unclassified - 1.83

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns21.67%

VS

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.23%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.07%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns15.15%

Compare Now

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns18.9%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

Compare Now
Request call back
Add to Cart Successfully