Axis Midcap Fund vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Fund	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹22406 Cr	₹30502 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	29 Mar 2005	18 Feb 2011
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	10%	23%
Expense Ratio	1.67	1.58
Manager	Pradeep Kesavan	Shreyash Devalkar
ISIN Code	INF200K01560	INF846K01859
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	Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Month	2.89%	4.37%
6 Month	1.89%	2.45%
1 Year	1.98%	4.82%
3 Year	22.7%	24.15%
5 Year	29.36%	25.04%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
6 Month	8.86%	13.48%
1 Year	8.98%	15.7%
3 Year	18.87%	22.92%
5 Year	21.28%	20.67%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
1 Year	16.23%	16.56%
3 Year	16.29%	19.31%
5 Year	16.45%	19.59%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	11.63%	13.08%
Sharp	0.98%	0.91%
Beta	0.77%	0.85%
Alpha	-1.56%	-2.63%

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Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Shreyash Devalkar
Total AUM	₹434274 Cr	₹166770 Cr
Funds Managed	43	14
	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Others	5.29	10.05
Mid Cap	71.59	71.59
Small Cap	15.29	5.32
Large Cap	7.83	13.06

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Axis Midcap Fund - Regular Plan - Growth
Others	5.29	10.05
Finance	12.6	5.59
Cement & Cement Products	7.2	2.16
IT - Services	1.98	0.35
Capital Markets	2.08	2.66
Healthcare Services	4.37	4.9
Insurance	0.53	1.78
Banks	4.35	3.82
Leisure Services	3.77	5.01
Pharmaceuticals & Biotechnology	8.9	7.09
Auto Components	9.49	7.17
Realty	3.99	3.35
Petroleum Products	1.32	0.74
Industrial Products	5.65	3.41
Telecom - Services	1.9	2.66
Consumer Durables	4.76	4.18
Electrical Equipment	1.84	5.82
Fertilizers & Agrochemicals	1.71	4.89
Personal Products	3.47	0.57
Retailing	1.36	3.56
Food Products	0.93	-
IT - Software	2.81	6.48
Industrial Manufacturing	2.09	0.81
Textiles & Apparels	4.25	1.66
Power	3.36	1.36
Aerospace & Defense	-	1.49
Transport Services	-	0.22
Beverages	-	0.08
Ferrous Metals	-	0.59
Oil	-	0.13
Chemicals & Petrochemicals	-	3.4
Financial Technology (Fintech)	-	1.74
Diversified	-	0.57
Automobiles	-	1.73