Mahindra Manulife Mid Cap Fund vs SBI Magnum Midcap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2868 Cr ₹20310 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.9 1.67
Manager Abhinav Khandelwal Pradeep Kesavan
ISIN Code INF174V01473 INF200K01560
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Month 1.73% 4.89%
6 Month 26.25% 27.89%
1 Year 57.47% 36.14%
3 Year 29% 23.47%
5 Year 31.55% 30.15%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 24.11% 17.19%
3 Year 60.51% 44.66%
5 Year 118.4% 105.09%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year 31.25% 30.85%
3 Year 83.74% 78.83%
5 Year 129.49% 114.75%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
Standard Deviation 14.84% 11.63%
Sharp 1.31% 1.3%
Beta 0.96% 0.72%
Alpha 0.6% 1.85%

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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
Fund Manage 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 2.98 6.3
Mid Cap 65.96 67.51
Large Cap 20.17 5.41
Small Cap 10.89 20.78

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 2.98 6.12
Finance 7.22 10.17
Cement & Cement Products 2.04 2.9
Pharmaceuticals & Biotechnology 7.82 5.46
Healthcare Services 2.74 3.75
Banks 9.08 3.13
Electrical Equipment 5.12 2.88
Agricultural, Commercial & Construction Vehicles 1.05 -
Paper, Forest & Jute Products 0.83 -
Petroleum Products 1.92 -
Ferrous Metals 4.23 -
Telecom - Services 4.59 0.47
Industrial Products 4.37 7.71
Automobiles 2.32 -
Insurance 0.35 0.74
Agricultural Food & other Products 1.38 -
IT - Software 7.52 1.4
Consumer Durables 2.01 7.86
Diversified 1.83 -
Realty 1.17 4.38
Personal Products 2.91 1.6
Industrial Manufacturing 0.52 0.84
Oil 1.46 -
Chemicals & Petrochemicals 4.63 1.69
Capital Markets 1.83 2.77
Auto Components 8.06 12.33
Gas 1.92 -
Fertilizers & Agrochemicals 0.99 3.59
Minerals & Mining 0.92 -
Retailing 3.83 2.58
Textiles & Apparels 0.89 4.4
Power 1.47 4.57
IT - Services - 2.41
Leisure Services - 4.26
Non - Ferrous Metals - 0.28
Construction - 0.34
Food Products - 0.51
Entertainment - 0.86

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