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Axis Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹21177 Cr | ₹28380 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 10% | 23% |
| Expense Ratio | 1.67 | 1.58 |
| Manager | Pradeep Kesavan | Shreyash Devalkar |
| ISIN Code | INF200K01560 | INF846K01859 |
| 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 | Axis Midcap Fund - 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 Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.46% | -6.67% |
| 6 Month | -12.59% | -14.44% |
| 1 Year | 6.38% | 8.45% |
| 3 Year | 18.86% | 16.18% |
| 5 Year | 24.2% | 19.38% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.67% | -11.7% |
| 1 Year | -14.53% | -16.8% |
| 3 Year | 13.16% | 13.59% |
| 5 Year | 20.06% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.74% | 16.93% |
| 3 Year | 15.93% | 19.46% |
| 5 Year | 16.06% | 19.52% |
Risk Management
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.08% |
| Sharp | 0.77% | 0.57% |
| Beta | 0.75% | 0.84% |
| Alpha | -0.3% | -3.39% |
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Fund Managers
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shreyash Devalkar |
| Total AUM | ₹434274 Cr | ₹166770 Cr |
| Fund Manage | 43 | 14 |
| SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.52707 | 11.8538 |
| Mid Cap | 66.03502 | 66.15303 |
| Small Cap | 20.2986 | 5.25834 |
| Large Cap | 7.1393 | 16.73483 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.52707 | 11.75491 |
| Financial Services | 19.44997 | 13.74694 |
| Basic Materials | 9.26237 | 9.06746 |
| Technology | 4.31985 | 11.21004 |
| Healthcare | 13.18263 | 12.43528 |
| Consumer Cyclical | 22.17053 | 19.36871 |
| Real Estate | 3.50181 | 4.08905 |
| Energy | 1.26905 | 0.58051 |
| Industrials | 13.08113 | 13.7479 |
| Communication Services | 1.6395 | 2.22236 |
| Consumer Defensive | 2.34815 | 0.55546 |
| Utilities | 3.24793 | 1.22138 |
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