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Axis Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹22546 Cr | ₹31384 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.67% | 1.13% |
| 6 Month | 7.79% | 16.45% |
| 1 Year | -3.51% | 3.12% |
| 3 Year | 16.24% | 18.69% |
| 5 Year | 25.8% | 22.56% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.34% | 5.47% |
| 1 Year | -5.12% | 8.17% |
| 3 Year | 11.97% | 18.73% |
| 5 Year | 16.58% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 16.33% |
| 3 Year | 16.51% | 19.44% |
| 5 Year | 16.65% | 19.68% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.08% |
| Sharp | 0.89% | 0.93% |
| Beta | 0.78% | 0.83% |
| Alpha | -2.52% | -1.9% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.69 | 13.28 |
| Mid Cap | 70.43 | 71.13 |
| Large Cap | 6.75 | 10.05 |
| Small Cap | 14.13 | 5.54 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.06 | 8.2 |
| Financial Services | 25.19 | 14.76 |
| Basic Materials | 11.77 | 11.74 |
| Technology | 4.75 | 9.63 |
| Healthcare | 9.95 | 10.99 |
| Consumer Cyclical | 17.47 | 19.93 |
| Real Estate | 4.48 | 3.19 |
| Energy | 1.39 | 0.78 |
| Industrials | 11.51 | 15.82 |
| Communication Services | 1.61 | 3.37 |
| Consumer Defensive | 4.09 | 0.35 |
| Utilities | 2.73 | 1.23 |
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