Tata Mid Cap Growth Fund Regular Plan vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Fund	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹23269 Cr	₹4985 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	29 Mar 2005	31 Mar 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	10%	69.98%
Expense Ratio	1.67	1.87
Manager	Pradeep Kesavan	Satish Chandra Mishra
ISIN Code	INF200K01560	INF277K01626
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	Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	-1.5%	0.53%
6 Month	3.9%	8.68%
1 Year	-0.14%	-1.66%
3 Year	18.58%	22.21%
5 Year	27.29%	26.43%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	3.86%	8.22%
1 Year	2.95%	8.91%
3 Year	15.9%	20.38%
5 Year	19.23%	20.77%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	16.23%	16.93%
3 Year	16.29%	16.85%
5 Year	16.45%	17.17%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	11.63%	13.05%
Sharp	1.19%	1.25%
Beta	0.78%	0.9%
Alpha	-1.85%	-1.79%

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Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Name	Pradeep Kesavan	Satish Chandra Mishra
Total AUM	₹434274 Cr	₹13117 Cr
Funds Managed	43	5
	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	7.51	5.92
Mid Cap	71.67	69.53
Large Cap	5.73	8.67
Small Cap	15.1	15.88

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	5.9	5.92
Financial Services	22.88	17.14
Basic Materials	11.19	12.41
Technology	4.74	4.38
Healthcare	12.18	14.34
Consumer Cyclical	17.16	12.93
Real Estate	4.2	4.3
Energy	1.41	1.58
Industrials	11.49	19.96
Communication Services	1.81	3.56
Consumer Defensive	4.06	1.32
Utilities	2.96	2.16