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) | ₹22546 Cr | ₹17185 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 | -5.83% | -2.61% |
6 Month | 6.04% | 18.38% |
1 Year | -3.15% | 0.91% |
3 Year | 15.32% | 18.38% |
5 Year | 25.73% | 26.27% |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | -1.34% | 6.67% |
1 Year | -5.12% | 9.86% |
3 Year | 11.97% | 17.53% |
5 Year | 16.58% | 19.01% |
Rolling Lumpsum Returns
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 15.86% | 23.67% |
3 Year | 16.51% | 24.09% |
5 Year | 16.65% | 28.69% |
Risk Management
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.63% | 15.80% |
Sharp | 0.89% | 0.81% |
Beta | 0.78% | 0.95% |
Alpha | -2.52% | -3.82% |
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 | 8.69 | 1.62 |
Mid Cap | 70.43 | 70.59 |
Large Cap | 6.75 | 9.71 |
Small Cap | 14.13 | 18.08 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 5.06 | 1.62 |
Financial Services | 25.19 | 19.17 |
Basic Materials | 11.77 | 10.18 |
Technology | 4.75 | 7.49 |
Healthcare | 9.95 | 12.79 |
Consumer Cyclical | 17.47 | 16.88 |
Real Estate | 4.48 | 3.62 |
Energy | 1.39 | 2.07 |
Industrials | 11.51 | 16.48 |
Communication Services | 1.61 | 3.84 |
Consumer Defensive | 4.09 | 2.39 |
Utilities | 2.73 | 3.47 |
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