UTI Mid Cap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
| 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) | ₹21407 Cr | ₹11894 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 01 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 | 1.75 |
| Manager | Pradeep Kesavan | Ankit Agarwal |
| ISIN Code | INF200K01560 | INF789F01810 |
| 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 | UTI 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 | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 5.64% | 6.66% |
| 6 Month | 3.75% | 6.48% |
| 1 Year | 24.23% | 28.22% |
| 3 Year | 19.71% | 18.14% |
| 5 Year | 27.83% | 25.98% |
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.72% | 25.53% |
| 3 Year | 25.56% | 26.54% |
| 5 Year | 28.11% | 26.33% |
| 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 | 0.95% | 0.8% |
| Beta | 0.76% | 0.88% |
| Alpha | -0.15% | -2.8% |
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| 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 | 5.97 | 3.18 |
| Mid Cap | 69.16 | 66.41 |
| Small Cap | 18.54 | 23.5 |
| Large Cap | 6.33 | 6.91 |
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 5.97 | 3.18 |
| Finance | 12.12 | 6.3 |
| Cement & Cement Products | 2.15 | 2.51 |
| IT - Services | 2.31 | 0.95 |
| Capital Markets | 2.77 | 2.1 |
| Healthcare Services | 4.05 | 3.52 |
| Insurance | 0.68 | 2.94 |
| Banks | 4.27 | 5.12 |
| Leisure Services | 4.23 | 1.39 |
| Pharmaceuticals & Biotechnology | 7.24 | 7.22 |
| Auto Components | 9.08 | 11.27 |
| Realty | 3.96 | 2.01 |
| Petroleum Products | 1.33 | - |
| Chemicals & Petrochemicals | 0.04 | 2.2 |
| Industrial Products | 6.96 | 7.76 |
| Telecom - Services | 1.59 | 2.31 |
| Consumer Durables | 8.63 | 8.54 |
| Electrical Equipment | 2.76 | 2.57 |
| Fertilizers & Agrochemicals | 3.57 | 2.55 |
| Personal Products | 1.5 | 0.98 |
| Retailing | 2.54 | 3.15 |
| Food Products | 0.45 | - |
| IT - Software | 1.42 | 7.69 |
| Industrial Manufacturing | 1.82 | 0.8 |
| Textiles & Apparels | 4.56 | 0.95 |
| Power | 4 | 1.15 |
| Transport Services | - | 1.32 |
| Automobiles | - | 1.11 |
| Construction | - | 0.39 |
| Aerospace & Defense | - | 1.03 |
| Oil | - | 0.55 |
| Financial Technology (Fintech) | - | 2.56 |
| Minerals & Mining | - | 1.08 |
| Beverages | - | 1.21 |
| Gas | - | 0.91 |
| Commercial Services & Supplies | - | 0.68 |
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