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) | ₹3905 Cr | ₹22012 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 | 3.43% | 2.55% |
6 Month | 15.02% | 9.19% |
1 Year | -5.44% | -6.54% |
3 Year | 21.46% | 13.76% |
5 Year | 27.35% | 25.82% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.24% | 0.02% |
1 Year | 8.2% | 1.59% |
3 Year | 20.4% | 12.96% |
5 Year | 21.65% | 16.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.01% | 15.86% |
3 Year | 24.77% | 16.51% |
5 Year | 24.96% | 16.65% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.48% | 11.63% |
Sharp | 0.91% | 0.67% |
Beta | 0.94% | 0.78% |
Alpha | 0.27% | -3.22% |
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 | 11.47 | 8.69 |
Mid Cap | 66.98 | 70.43 |
Large Cap | 10.06 | 6.75 |
Small Cap | 11.5 | 14.13 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.99 | 5.06 |
Industrials | 17.58 | 11.51 |
Financial Services | 20.08 | 25.19 |
Technology | 7.66 | 4.75 |
Healthcare | 12.31 | 9.95 |
Energy | 2.84 | 1.39 |
Basic Materials | 7.21 | 11.77 |
Consumer Defensive | 5.31 | 4.09 |
Utilities | 3.07 | 2.73 |
Communication Services | 3.38 | 1.61 |
Consumer Cyclical | 14.83 | 17.47 |
Real Estate | 1.75 | 4.48 |
Top Comparisons
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.75%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns25.06%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.83%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.5%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.06%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns12.05%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns14.69%