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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) | ₹22209 Cr | ₹31147 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 | 4.36% | 3.72% |
| 6 Month | 4.04% | 11.21% |
| 1 Year | -0.74% | 5.39% |
| 3 Year | 16.78% | 19.68% |
| 5 Year | 25.49% | 22.11% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.48% | 1.57% |
| 1 Year | 3.34% | 13.29% |
| 3 Year | 12.39% | 18.35% |
| 5 Year | 15.97% | 17.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.53% | 16.23% |
| 3 Year | 16.37% | 19.32% |
| 5 Year | 16.75% | 19.77% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.08% |
| Sharp | 0.68% | 0.82% |
| Beta | 0.78% | 0.83% |
| Alpha | -3.57% | -1.63% |
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 | 11.51 | 12.73 |
| Mid Cap | 65.05 | 69.27 |
| Large Cap | 6.8 | 12.64 |
| Small Cap | 16.64 | 5.36 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.32 | 8.39 |
| Financial Services | 25.65 | 14.81 |
| Basic Materials | 11.85 | 9.92 |
| Technology | 3.65 | 9.34 |
| Healthcare | 8.66 | 11.51 |
| Real Estate | 4.48 | 2.98 |
| Energy | 1.5 | 0.82 |
| Consumer Cyclical | 18.1 | 22.23 |
| Industrials | 11.3 | 15.78 |
| Communication Services | 1.54 | 2.96 |
| Consumer Defensive | 4.37 | 0.09 |
| Utilities | 2.58 | 1.16 |
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