SBI Contra Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
19.19%
Kya aap ko pata hai ki kis fund se aapko zyada profit milti hai? Haan, ab hum aapko do fund ke beech ki tulna karne ja rahen hain. SBI Contra Fund aur Axis Midcap Fund ke beech ki comparison karke hum aapko pata lagayenge ki kis fund se aapko zyada profit milti hai aur kis fund mein aapko zyada risk hoti hai. Dekho, hum aapko is article ke madhyam se aapko fund ke beech ki tulna karke aapko pata karaayenge ki kis fund se aapko zyada fayda hota hai.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 408.51 | 136.27 |
| AUM (₹ Cr) | 4.74 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 14.48 |
| Sharpe Ratio | 0.72 | 0.88 |
| 1 Year Return (%) | -1.21% | 7.41% |
| 3 Year Return (%) | 16.36% | 19.19% |
| 5 Year Return (%) | 18.26% | 16.41% |
| Since Launch (%) | 15.48% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 130% | 12% |
🤖 AI Verdict – Which is Better?
Sach ye hai, kisi bhi investment ke liye safety aur return dono hain. Dekhiye, SBI Contra Fund ka 3Y return 16.36% hai, jabki Axis Midcap Fund ka 3Y return 19.19% hai. Lekin SBI Contra Fund ka expense ratio 0.72% hai, jabki Axis Midcap Fund ka expense ratio 1.58% hai. Haan, is prakar, hum kahein ge ki Axis Midcap Fund zyada accha fund hai.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Kya aap SIP mein investment karna chahte hain? Haan, to hum aapko batayenge ki kis fund se aapko zyada fayda hota hai. Dekhiye, Axis Midcap Fund ka 3Y return 19.19% hai, jabki SBI Contra Fund ka 3Y return 16.36% hai. Lekin SBI Contra Fund ka consistency kam hai. Haan, is prakar, hum kahein ge ki Axis Midcap Fund SIP ke liye zyada accha fund hai.
⚠️ Risk & Cost Analysis
Kya aapko pata hai ki kis fund mein aapko zyada risk hoti hai? Haan, to hum aapko batayenge. Dekhiye, SBI Contra Fund ka riskometer very high hai, jabki Axis Midcap Fund ka riskometer bhi very high hai. Lekin SBI Contra Fund ka volatility 13.7 hai, jabki Axis Midcap Fund ka volatility 14.48 hai. Haan, is prakar, hum kahein ge ki SBI Contra Fund risk-adjusted returns mein zyada accha hai.
📊 Portfolio Diversification
Kya aapko pata hai ki kis fund ka portfolio diversified hai? Haan, to hum aapko batayenge. Dekhiye, SBI Contra Fund ka asset allocation equity, T-bills, foreign equity, debenture, CD, REITs, call option aur futures mein hai. Lekin SBI Contra Fund ka top 3 holdings HDFC Bank Ltd., Reliance Industries Ltd. aur Biocon Ltd. mein hai. Haan, is prakar, hum kahein ge ki Axis Midcap Fund ka portfolio zyada diversified hai.
Q1: Which fund gives better returns in the long run?
Sach ye hai, Axis Midcap Fund ka 5Y return 16.41% hai, jabki SBI Contra Fund ka 5Y return 18.26% hai. Haan, is prakar, hum kahein ge ki SBI Contra Fund long run mein zyada accha fund hai.
Q2: Is the higher risk fund worth it?
Sach ye hai, Axis Midcap Fund ka volatility 14.48 hai, jabki SBI Contra Fund ka volatility 13.7 hai. Haan, is prakar, hum kahein ge ki Axis Midcap Fund ka higher risk fund zyada accha hai.
Q3: Which fund is more cost-effective?
Sach ye hai, SBI Contra Fund ka expense ratio 0.72% hai, jabki Axis Midcap Fund ka expense ratio 1.58% hai. Haan, is prakar, hum kahein ge ki SBI Contra Fund more cost-effective hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price