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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) | ₹3905 Cr | ₹22012 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 | 3.43% | 2.55% |
| 6 Month | 15.02% | 9.19% |
| 1 Year | -5.44% | -6.54% |
| 3 Year | 21.46% | 13.76% |
| 5 Year | 27.35% | 25.82% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.24% | 0.02% |
| 1 Year | 8.2% | 1.59% |
| 3 Year | 20.4% | 12.96% |
| 5 Year | 21.65% | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.01% | 15.86% |
| 3 Year | 24.77% | 16.51% |
| 5 Year | 24.96% | 16.65% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.48% | 11.63% |
| Sharp | 0.91% | 0.67% |
| Beta | 0.94% | 0.78% |
| Alpha | 0.27% | -3.22% |
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 | 11.47 | 8.69 |
| Mid Cap | 66.98 | 70.43 |
| Large Cap | 10.06 | 6.75 |
| Small Cap | 11.5 | 14.13 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.99 | 5.06 |
| Industrials | 17.58 | 11.51 |
| Financial Services | 20.08 | 25.19 |
| Technology | 7.66 | 4.75 |
| Healthcare | 12.31 | 9.95 |
| Energy | 2.84 | 1.39 |
| Basic Materials | 7.21 | 11.77 |
| Consumer Defensive | 5.31 | 4.09 |
| Utilities | 3.07 | 2.73 |
| Communication Services | 3.38 | 1.61 |
| Consumer Cyclical | 14.83 | 17.47 |
| Real Estate | 1.75 | 4.48 |
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