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Mahindra Manulife Mid Cap Fund vs SBI Magnum Midcap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4260 Cr | ₹23360 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 10% |
| Expense Ratio | 1.88 | 1.67 |
| Manager | Abhinav Khandelwal | Pradeep Kesavan |
| ISIN Code | INF174V01473 | INF200K01560 |
| Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.52% | -0.97% |
| 6 Month | 2.12% | -0.54% |
| 1 Year | -3.52% | -3.21% |
| 3 Year | 22.69% | 16.19% |
| 5 Year | 24.19% | 20.96% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | 1.02% |
| 1 Year | 11.06% | 6.98% |
| 3 Year | 16.96% | 11.45% |
| 5 Year | 19.26% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.46% | 15.33% |
| 3 Year | 24.06% | 16.37% |
| 5 Year | 25.8% | 17.1% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.37% | 11.63% |
| Sharp | 1.04% | 0.83% |
| Beta | 0.96% | 0.78% |
| Alpha | 0.62% | -2.48% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Pradeep Kesavan |
| Total AUM | ₹5522 Cr | ₹434274 Cr |
| Funds Managed | 5 | 43 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 16.39 | 9.47 |
| Mid Cap | 66.38 | 67.45 |
| Large Cap | 7.7 | 8.22 |
| Small Cap | 9.54 | 14.86 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.28 | 4.5 |
| Industrials | 19.13 | 12.03 |
| Financial Services | 21.61 | 25.56 |
| Technology | 6.17 | 2.57 |
| Healthcare | 12.94 | 9.2 |
| Basic Materials | 7.83 | 11.39 |
| Consumer Defensive | 4.82 | 4.52 |
| Utilities | 2.92 | 4.93 |
| Communication Services | 3.06 | 1.58 |
| Consumer Cyclical | 12.17 | 16.83 |
| Energy | 1.29 | 2.07 |
| Real Estate | 1.78 | 4.84 |
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