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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 | 5.98% | 5.58% |
| 6 Month | -7.86% | -10.48% |
| 1 Year | 7.84% | 10.41% |
| 3 Year | 16.33% | 14.66% |
| 5 Year | 31.29% | 23.84% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.73% | -2.53% |
| 1 Year | -5.39% | -8.91% |
| 3 Year | 16.24% | 16.63% |
| 5 Year | 21% | 17.6% |
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 | 0.68% | 0.48% |
| Beta | 0.78% | 0.85% |
| Alpha | -0.5% | -3.5% |
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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 |
| Funds Managed | 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 | 8.45 | 14.81 |
| Mid Cap | 66.19 | 65.43 |
| Small Cap | 17.47 | 4.44 |
| Large Cap | 7.89 | 15.31 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.45 | 14.69 |
| Financial Services | 20.17 | 14.21 |
| Basic Materials | 10.46 | 9.15 |
| Technology | 3.88 | 10.75 |
| Healthcare | 13.48 | 12.81 |
| Consumer Cyclical | 19.9 | 18.58 |
| Real Estate | 3.23 | 3.19 |
| Energy | 1.14 | 0.52 |
| Industrials | 11.71 | 11.3 |
| Communication Services | 1.67 | 2.97 |
| Consumer Defensive | 2.85 | 0.68 |
| Utilities | 3.06 | 1.15 |
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