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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) | ₹23036 Cr | ₹32069 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 | -0.49% | -1.92% |
| 6 Month | -0.88% | 1.35% |
| 1 Year | -2.88% | -1.07% |
| 3 Year | 16.12% | 18.19% |
| 5 Year | 21.15% | 18.61% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.02% | -0.54% |
| 1 Year | 6.98% | 10.94% |
| 3 Year | 11.45% | 15.62% |
| 5 Year | 14.75% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 15.79% |
| 3 Year | 16.37% | 19.18% |
| 5 Year | 17.1% | 19.84% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.08% |
| Sharp | 0.83% | 0.9% |
| Beta | 0.78% | 0.83% |
| Alpha | -2.48% | -1.39% |
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 | 9.47 | 11.08 |
| Mid Cap | 67.45 | 70.45 |
| Large Cap | 8.22 | 12.67 |
| Small Cap | 14.86 | 5.8 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.5 | 5.95 |
| Financial Services | 25.56 | 17.57 |
| Basic Materials | 11.39 | 9.07 |
| Technology | 2.57 | 10.25 |
| Healthcare | 9.2 | 11.21 |
| Real Estate | 4.84 | 3.19 |
| Energy | 2.07 | 0.85 |
| Consumer Cyclical | 16.83 | 21.15 |
| Industrials | 12.03 | 15.96 |
| Communication Services | 1.58 | 3.49 |
| Consumer Defensive | 4.52 | 0.09 |
| Utilities | 4.93 | 1.21 |
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