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) | ₹3776 Cr | ₹22406 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 | -0.1% | -0.16% |
6 Month | 4.51% | 3.89% |
1 Year | -0.28% | 1.72% |
3 Year | 27.62% | 20.73% |
5 Year | 29.56% | 28.48% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.14% | 8.78% |
1 Year | 10.78% | 10.11% |
3 Year | 24.8% | 18.23% |
5 Year | 24.72% | 20.81% |
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 | 8.22 | 6.55 |
Large Cap | 12.37 | 5.94 |
Mid Cap | 67.3 | 72.51 |
Small Cap | 12.11 | 14.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.66 | 6.55 |
Energy | 6.54 | 1.38 |
Industrials | 15.76 | 12.62 |
Financial Services | 18.75 | 19.78 |
Healthcare | 10.62 | 12.69 |
Technology | 5.55 | 4.97 |
Basic Materials | 9.46 | 10 |
Consumer Defensive | 8.28 | 4.13 |
Utilities | 3.15 | 2.88 |
Communication Services | 3.57 | 1.71 |
Consumer Cyclical | 15.66 | 19.45 |
Real Estate | - | 3.83 |
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