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Mahindra Manulife Mid Cap Fund vs SBI Magnum Midcap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon SBI 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 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) ₹3990 Cr ₹23269 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 -2.85% -3.17%
6 Month 7.8% 4.37%
1 Year -4.57% -2.54%
3 Year 24.57% 18.01%
5 Year 28.72% 27.71%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Midcap Fund - Regular Plan - Growth
6 Month 5.77% 3.86%
1 Year 4.13% 2.95%
3 Year 22.33% 15.9%
5 Year 23.24% 19.23%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Midcap Fund - Regular Plan - Growth
1 Year 16.52% 16.23%
3 Year 24.3% 16.29%
5 Year 24.41% 16.45%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Midcap Fund - Regular Plan - Growth
Standard Deviation 15.91% 11.63%
Sharp 1.34% 1.19%
Beta 0.93% 0.78%
Alpha 0.93% -1.85%

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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 12 7.51
Large Cap 10.24 5.73
Mid Cap 66.18 71.67
Small Cap 11.58 15.1

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

SBI Midcap Fund - Regular Plan - Growth

Others 5.01 5.9
Energy 2.84 1.41
Industrials 16.44 11.49
Financial Services 18.21 22.88
Technology 8.29 4.74
Healthcare 10.32 12.18
Basic Materials 9.23 11.19
Consumer Defensive 7.38 4.06
Utilities 3.16 2.96
Communication Services 3.64 1.81
Consumer Cyclical 14.06 17.16
Real Estate 1.41 4.2

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