SBI Magnum Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3326 Cr | ₹21177 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 Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.94% | 3.06% |
6 Month | -5.52% | -2.69% |
1 Year | 2.63% | 2.28% |
3 Year | 28.46% | 22.58% |
5 Year | 30.12% | 30.38% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.71% | 6.87% |
1 Year | 4.06% | 4.81% |
3 Year | 23.78% | 17.47% |
5 Year | 24.19% | 20.61% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.816% | 11.63% |
Sharp | 0.771% | 0.98% |
Beta | 0.943% | 0.77% |
Alpha | 0.577% | -1.56% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.06 | 5.29 |
Mid Cap | 65.42 | 71.59 |
Large Cap | 17.71 | 7.83 |
Small Cap | 12.81 | 15.29 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.06 | 5.29 |
Financial Services | 20.71 | - |
Healthcare | 9.97 | - |
Industrials | 14.71 | - |
Basic Materials | 10.46 | - |
Energy | 4.38 | - |
Technology | 7.71 | - |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | - |
Consumer Cyclical | 14.49 | - |
Real Estate | 1.21 | - |
Utilities | 1.73 | - |
Finance | - | 12.6 |
Cement & Cement Products | - | 7.2 |
IT - Services | - | 1.98 |
Capital Markets | - | 2.08 |
Healthcare Services | - | 4.37 |
Insurance | - | 0.53 |
Banks | - | 4.35 |
Leisure Services | - | 3.77 |
Pharmaceuticals & Biotechnology | - | 8.9 |
Auto Components | - | 9.49 |
Realty | - | 3.99 |
Petroleum Products | - | 1.32 |
Industrial Products | - | 5.65 |
Telecom - Services | - | 1.9 |
Consumer Durables | - | 4.76 |
Electrical Equipment | - | 1.84 |
Fertilizers & Agrochemicals | - | 1.71 |
Personal Products | - | 3.47 |
Retailing | - | 1.36 |
Food Products | - | 0.93 |
IT - Software | - | 2.81 |
Industrial Manufacturing | - | 2.09 |
Textiles & Apparels | - | 4.25 |
Power | - | 3.36 |
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