UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare

Overview

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Fund	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹20310 Cr	₹11693 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	29 Mar 2005	05 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	10%	17%
Expense Ratio	1.67	1.74
Manager	Pradeep Kesavan	Ankit Agarwal
ISIN Code	INF200K01560	INF789F01810
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Month	-6.68%	-8.09%
6 Month	9.27%	11.32%
1 Year	26.66%	27.94%
3 Year	16.33%	14.1%
5 Year	26.61%	24.39%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	20.09%	22.13%
3 Year	24.32%	24.53%
5 Year	27.73%	25.52%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
1 Year	16.56%	12.75%
3 Year	15.09%	14.39%
5 Year	15.59%	15.7%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Standard Deviation	11.63%	13.04%
Sharp	1.04%	0.76%
Beta	0.74%	0.88%
Alpha	1.49%	-2.94%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Name	Pradeep Kesavan	Ankit Agarwal
Total AUM	₹434274 Cr	₹13947 Cr
Fund Manage	43	3
	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	6.3	5.83
Mid Cap	67.51	64.6
Small Cap	20.78	20.5
Large Cap	5.41	9.06

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	UTI Mid Cap Fund-Growth Option
Others	6.12	2.8
Finance	10.17	-
Cement & Cement Products	2.9	-
IT - Services	2.41	-
Capital Markets	2.77	-
Healthcare Services	3.75	-
Insurance	0.74	1.78
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	3.13
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	-
Financial	-	14.6
Materials	-	6.21
Technology	-	7.19
Healthcare	-	10.21
Automobile	-	10.33
Capital Goods	-	10.96
Services	-	9.16
Communication	-	2.07
Chemicals	-	3.59
Consumer Discretionary	-	6.07
Energy	-	3.97
Metals & Mining	-	4.31
Consumer Staples	-	2.38
Diversified	-	0.35
Textiles	-	0.88