Axis Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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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