- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹22012 Cr | ₹31056 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 | 3.52% | 3.52% |
| 6 Month | 10.39% | 20.1% |
| 1 Year | -6.06% | -0.09% |
| 3 Year | 15.04% | 18.77% |
| 5 Year | 24.86% | 22.07% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.02% | 5.23% |
| 1 Year | 1.59% | 14.39% |
| 3 Year | 12.96% | 19.57% |
| 5 Year | 16.65% | 18.18% |
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 | 0.67% | 0.81% |
| Beta | 0.78% | 0.83% |
| Alpha | -3.22% | -1.24% |
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 | 9.77 | 15.2 |
| Mid Cap | 68.08 | 69.13 |
| Large Cap | 6.73 | 10.53 |
| Small Cap | 15.41 | 5.14 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.52 | 10.76 |
| Financial Services | 25.82 | 14.03 |
| Basic Materials | 13.05 | 10.7 |
| Technology | 3.46 | 9.08 |
| Healthcare | 9.48 | 10.67 |
| Real Estate | 4.49 | 3.35 |
| Energy | 1.28 | 0.71 |
| Consumer Cyclical | 17.55 | 20.77 |
| Industrials | 11.05 | 15.16 |
| Communication Services | 1.54 | 3.3 |
| Consumer Defensive | 4.14 | 0.29 |
| Utilities | 2.62 | 1.17 |
Top Comparisons
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.84%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.27%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.41%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.77%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.27%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.96%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.37%
