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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) | ₹22546 Cr | ₹17031 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 | 2.55% | 4.39% |
| 6 Month | 9.19% | 24.3% |
| 1 Year | -6.54% | -0.95% |
| 3 Year | 13.76% | 18.53% |
| 5 Year | 25.82% | 26.89% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.02% | 7.79% |
| 1 Year | 1.59% | 20.71% |
| 3 Year | 12.96% | 19.64% |
| 5 Year | 16.65% | 19.82% |
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% | 15.86% |
| Sharp | 0.67% | 0.70% |
| Beta | 0.78% | 0.96% |
| Alpha | -3.22% | -2.98% |
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 | 3.07 |
| Mid Cap | 70.43 | 68.95 |
| Large Cap | 6.75 | 9.14 |
| Small Cap | 14.13 | 18.84 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 5.06 | 2.05 |
| Financial Services | 25.19 | 21.31 |
| Basic Materials | 11.77 | 9.15 |
| Technology | 4.75 | 7.7 |
| Healthcare | 9.95 | 12.35 |
| Consumer Cyclical | 17.47 | 16.62 |
| Real Estate | 4.48 | 3.29 |
| Energy | 1.39 | 1.13 |
| Industrials | 11.51 | 16.82 |
| Communication Services | 1.61 | 3.91 |
| Consumer Defensive | 4.09 | 2.38 |
| Utilities | 2.73 | 3.27 |
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