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Mirae Asset Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22209 Cr | ₹17194 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 29 Jul 2019 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 34% |
| Expense Ratio | 1.67 | 1.67 |
| Manager | Pradeep Kesavan | Ankit Jain |
| ISIN Code | INF200K01560 | INF769K01EY2 |
| 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 | Mirae Asset 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 | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.14% | 2.19% |
| 6 Month | 3.1% | 16.29% |
| 1 Year | -2.45% | 6.62% |
| 3 Year | 15.24% | 19.88% |
| 5 Year | 24.36% | 25.33% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.29% | 4.6% |
| 1 Year | 4.48% | 23.71% |
| 3 Year | 11.78% | 18.89% |
| 5 Year | 15.18% | 18.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.53% | 22.65% |
| 3 Year | 16.37% | 23.86% |
| 5 Year | 16.75% | 28.15% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 15.81% |
| Sharp | 0.68% | 0.86% |
| Beta | 0.78% | 0.98% |
| Alpha | -3.57% | -2.22% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ankit Jain |
| Total AUM | ₹434274 Cr | ₹47966 Cr |
| Funds Managed | 43 | 4 |
| SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 11.51 | 2.31 |
| Mid Cap | 65.05 | 66.53 |
| Large Cap | 6.8 | 12.08 |
| Small Cap | 16.64 | 19.08 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 6.32 | 1.19 |
| Financial Services | 25.65 | 22.03 |
| Basic Materials | 11.85 | 8.06 |
| Technology | 3.65 | 6.61 |
| Healthcare | 8.66 | 11.03 |
| Real Estate | 4.48 | 4.07 |
| Energy | 1.5 | 2.23 |
| Consumer Cyclical | 18.1 | 17.83 |
| Industrials | 11.3 | 17.03 |
| Communication Services | 1.54 | 4.06 |
| Consumer Defensive | 4.37 | 2.31 |
| Utilities | 2.58 | 3.54 |
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