SBI Magnum Midcap Fund vs Mahindra Manulife Mid Cap 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) ₹3341 Cr ₹21407 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 1.89 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 -5.65% -3.86%
6 Month -4.35% -1.97%
1 Year 18.63% 14.59%
3 Year 20.88% 16.11%
5 Year 25.38% 24.89%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 5.19% 5.37%
3 Year 27.62% 20.3%
5 Year 27.89% 24.9%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year 17.27% 16.56%
3 Year 25% 15.09%
5 Year 22.54% 15.59%

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% 0.88%
Beta 0.96% 0.76%
Alpha 0.6% -0.3%

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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 2.19 5.97
Mid Cap 66.57 69.16
Large Cap 19.15 6.33
Small Cap 12.09 18.54

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 2.19 5.97
Finance 8.53 12.12
Pharmaceuticals & Biotechnology 6.69 7.24
Healthcare Services 3.05 4.05
Banks 11.5 4.27
Electrical Equipment 6.43 2.76
Agricultural, Commercial & Construction Vehicles 1.04 -
Paper, Forest & Jute Products 0.93 -
Petroleum Products 1.77 1.33
Ferrous Metals 3.42 -
Telecom - Services 3.3 1.59
Automobiles 2 -
Agricultural Food & other Products 1.37 -
IT - Software 7.94 1.42
Consumer Durables 2.13 8.63
Diversified 2.3 -
Realty 1.49 3.96
Personal Products 2.44 1.5
Industrial Manufacturing 0.52 1.82
Oil 0.85 -
Chemicals & Petrochemicals 2.88 0.04
Industrial Products 3.86 6.96
Capital Markets 2.17 2.77
Cement & Cement Products 3.04 2.15
Auto Components 8.24 9.08
Gas 1.94 -
Fertilizers & Agrochemicals 0.89 3.57
Minerals & Mining 0.8 -
Retailing 3.39 2.54
Textiles & Apparels 1.42 4.56
Power 1.48 4
IT - Services - 2.31
Insurance - 0.68
Leisure Services - 4.23
Food Products - 0.45

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