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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) ₹21177 Cr ₹28380 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 Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
1 Month 3.06% 4.98%
6 Month -2.69% -2.39%
1 Year 2.28% 5.12%
3 Year 22.58% 23.34%
5 Year 30.38% 24.79%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth
6 Month 6.87% 10.24%
1 Year 4.81% 9.12%
3 Year 17.47% 20.84%
5 Year 20.61% 19.53%

Rolling Lumpsum Returns

Scheme Name SBI Magnum 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%

Risk Management

Scheme Name SBI Magnum 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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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
Funds Managed 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 5.29 10.05
Mid Cap 71.59 71.59
Small Cap 15.29 5.32
Large Cap 7.83 13.06

Sector Allocation

Scheme Name

SBI Magnum 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

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