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

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

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tortoise-icon Tata Mid Cap Growth 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 Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹20310 Cr ₹4194 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 01 Jul 1994
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 0.75
Manager Pradeep Kesavan Satish Chandra Mishra
ISIN Code INF200K01560 INF277K01626
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% 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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 6.18% 5.31%
6 Month 29.16% 32.3%
1 Year 37.31% 46.49%
3 Year 23.29% 23.54%
5 Year 29.44% 28.28%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 17.19% 23.48%
3 Year 44.66% 56.14%
5 Year 105.09% 106.77%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 30.85% 28.77%
3 Year 78.83% 75.24%
5 Year 114.75% 115%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 11.63% 13.05%
Sharp 1.3% 1.2%
Beta 0.72% 0.84%
Alpha 1.85% -0.09%

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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 6.3 5.23
Mid Cap 67.51 64.87
Small Cap 20.78 20.76
Large Cap 5.41 9.14

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 6.12 2.96
Finance 10.17 -
Cement & Cement Products 2.9 -
IT - Services 2.41 -
Capital Markets 2.77 -
Healthcare Services 3.75 -
Insurance 0.74 -
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 8.64
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 - 5.75
Chemicals - 4.33
Financial - 16.7
Energy - 2.81
Healthcare - 11.33
Consumer Staples - 2.43
Services - 8.18
Metals & Mining - 5.22
Communication - 2.68
Capital Goods - 15.46
Automobile - 5.98
Consumer Discretionary - 2.05
Technology - 2.71
Diversified - 0.87
Textiles - 1.9

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