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 | 8.16% | 6.61% |
6 Month | -14.62% | -11.94% |
1 Year | 6.96% | 5.76% |
3 Year | 19.83% | 16.9% |
5 Year | 31.82% | 33.2% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.07% | -5.26% |
1 Year | -12.92% | -9.03% |
3 Year | 21.65% | 15.51% |
5 Year | 23.79% | 21.03% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.34% | 16.74% |
3 Year | 24.82% | 15.93% |
5 Year | 23.92% | 16.06% |
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% | 0.65% |
Beta | 0.943% | 0.77% |
Alpha | 0.577% | -0.93% |
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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 | 6.53 |
Mid Cap | 65.42 | 66.04 |
Large Cap | 17.71 | 7.14 |
Small Cap | 12.81 | 20.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.06 | 6.53 |
Financial Services | 20.71 | 19.45 |
Healthcare | 9.97 | 13.18 |
Industrials | 14.71 | 13.08 |
Basic Materials | 10.46 | 9.26 |
Energy | 4.38 | 1.27 |
Technology | 7.71 | 4.32 |
Consumer Defensive | 7.3 | 2.35 |
Communication Services | 3.26 | 1.64 |
Consumer Cyclical | 14.49 | 22.17 |
Real Estate | 1.21 | 3.5 |
Utilities | 1.73 | 3.25 |
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