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SBI Magnum Midcap Fund vs Mahindra Manulife Mid Cap 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) | ₹4260 Cr | ₹23360 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 | 0.27% | 0.03% |
| 6 Month | 2.4% | -0.12% |
| 1 Year | 0.93% | -0.04% |
| 3 Year | 25.72% | 18.46% |
| 5 Year | 23.8% | 20.92% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.14% | -0.24% |
| 1 Year | 8.12% | 3.86% |
| 3 Year | 16.7% | 10.93% |
| 5 Year | 19.46% | 14.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.36% | 15.28% |
| 3 Year | 24% | 16.32% |
| 5 Year | 25.67% | 17.15% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.37% | 11.63% |
| Sharp | 1.04% | 0.83% |
| Beta | 0.96% | 0.78% |
| Alpha | 0.62% | -2.48% |
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 | 15.04 | 10.96 |
| Mid Cap | 67 | 70.32 |
| Small Cap | 11.16 | 12.31 |
| Large Cap | 6.79 | 6.41 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.56 | 3.87 |
| Industrials | 19.51 | 13.3 |
| Financial Services | 25.82 | 27.05 |
| Healthcare | 12.65 | 6.74 |
| Technology | 6.6 | 4.75 |
| Basic Materials | 7.65 | 10.98 |
| Consumer Defensive | 4.65 | 4.27 |
| Utilities | 2.73 | 4.93 |
| Communication Services | 3.05 | 1.72 |
| Consumer Cyclical | 11.94 | 15.85 |
| Energy | 1.21 | 1.96 |
| Real Estate | 1.62 | 4.57 |
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