UTI Mid Cap Fund 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 UTI Mid Cap Fund-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 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

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Month -0.45% -1%
6 Month 18.79% 24.2%
1 Year 35.82% 40%
3 Year 20.53% 18.06%
5 Year 29.83% 27.78%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year 17.19% 17.68%
3 Year 44.66% 41.63%
5 Year 105.09% 91.25%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
1 Year 30.85% 28%
3 Year 78.83% 67.81%
5 Year 114.75% 100.16%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth UTI Mid Cap Fund-Growth Option
Standard Deviation 11.63% 13.04%
Sharp 1.28% 0.96%
Beta 0.72% 0.87%
Alpha 2.7% -2.39%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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