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Tata Mid Cap Growth Fund Regular Plan vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹21177 Cr | ₹4354 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 5.66% | 7.04% |
| 6 Month | -12.72% | -15.49% |
| 1 Year | 5.83% | 3.72% |
| 3 Year | 16.57% | 16.81% |
| 5 Year | 32.98% | 29.39% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -5.26% | -7.17% |
| 1 Year | -9.03% | -15.06% |
| 3 Year | 15.51% | 17.29% |
| 5 Year | 21.03% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 16.74% | 17.53% |
| 3 Year | 15.93% | 16.61% |
| 5 Year | 16.06% | 17.03% |
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 | 0.65% | 0.63% |
| Beta | 0.77% | 0.91% |
| Alpha | -0.93% | -2.03% |
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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 |
| Funds Managed | 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 | 6.53 | 2.98 |
| Mid Cap | 66.04 | 68.49 |
| Small Cap | 20.3 | 20.31 |
| Large Cap | 7.14 | 8.23 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 6.53 | 2.92 |
| Financial Services | 19.45 | 20.39 |
| Basic Materials | 9.26 | 9.49 |
| Technology | 4.32 | 5.68 |
| Healthcare | 13.18 | 14.75 |
| Consumer Cyclical | 22.17 | 11.73 |
| Real Estate | 3.5 | 4.84 |
| Energy | 1.27 | 1.69 |
| Industrials | 13.08 | 22.52 |
| Communication Services | 1.64 | 2.98 |
| Consumer Defensive | 2.35 | 1.13 |
| Utilities | 3.25 | 1.87 |
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