Sundaram Mid Cap Fund Regular Plan vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.86% | -6.79% |
| 6 Month | -1.97% | -0.68% |
| 1 Year | 14.59% | 19.73% |
| 3 Year | 16.11% | 21.51% |
| 5 Year | 24.89% | 21.21% |
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.37% | 8.89% |
| 3 Year | 20.3% | 27.33% |
| 5 Year | 24.9% | 26.51% |
| 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 | 0.88% | 1.16% |
| Beta | 0.76% | 0.88% |
| Alpha | -0.3% | 3.17% |
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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 | 5.97 | 5.82 |
| Mid Cap | 69.16 | 67.46 |
| Small Cap | 18.54 | 13.95 |
| Large Cap | 6.33 | 13.04 |
| 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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