Axis Midcap 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 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 Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
Fund SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹20310 Cr ₹30145 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Mar 2005 06 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 1.57
Manager Pradeep Kesavan Shreyash Devalkar
ISIN Code INF200K01560 INF846K01859
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
1 Month -0.92% 1.24%
6 Month 7.98% 8.92%
1 Year 26.41% 37.26%
3 Year 19.19% 17.07%
5 Year 27.02% 23.03%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 16.76% 21%
3 Year 23.94% 24.5%
5 Year 27.48% 23.64%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
1 Year 16.56% 16.59%
3 Year 15.09% 19.75%
5 Year 15.59% 19.46%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 11.63% 13.08%
Sharp 1.04% 0.71%
Beta 0.74% 0.81%
Alpha 1.49% -2.93%

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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 5.97 5.54
Mid Cap 69.16 69.81
Small Cap 18.54 6.72
Large Cap 6.33 17.97

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Axis Midcap Fund - Regular Plan - Growth

Others 5.97 5.54
Finance 12.12 6.28
Cement & Cement Products 2.15 1.59
IT - Services 2.31 0.67
Capital Markets 2.77 1.32
Healthcare Services 4.05 4.03
Insurance 0.68 1.66
Banks 4.27 4.49
Leisure Services 4.23 3.18
Pharmaceuticals & Biotechnology 7.24 7.54
Auto Components 9.08 10.37
Realty 3.96 4.93
Petroleum Products 1.33 0.45
Chemicals & Petrochemicals 0.04 2.95
Industrial Products 6.96 7.04
Telecom - Services 1.59 2.15
Consumer Durables 8.63 3.39
Electrical Equipment 2.76 5.55
Fertilizers & Agrochemicals 3.57 4.63
Personal Products 1.5 1.03
Retailing 2.54 4.95
Food Products 0.45 -
IT - Software 1.42 6.78
Industrial Manufacturing 1.82 0.84
Textiles & Apparels 4.56 0.78
Power 4 2.16
Aerospace & Defense - 1.26
Transport Services - 0.27
Ferrous Metals - 0.35
Oil - 0.14
Financial Technology (Fintech) - 1.44
Diversified - 0.66
Automobiles - 1.62

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