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Compare SBI Magnum Midcap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.66 | 1.41 |
NAV | ₹227.66 | ₹184.19 |
Fund Started | 21 Feb 2005 | 07 May 2007 |
Fund Size | ₹21512.11 Cr | ₹74909.76 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.66
1.41
NAV
₹227.66
₹184.19
Fund Started
21 Feb 2005
07 May 2007
Fund Size
₹21512.11 Cr
₹74909.76 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 9.62% | 13.13% |
3 Year | 20.99% | 29.87% |
5 Year | 31.63% | 33.75% |
1 Year
9.62%
13.13%
3 Year
20.99%
29.87%
5 Year
31.63%
33.75%
Holding Analysis
Equity | 95.27% | 92.56% |
Cash | 4.02% | 7.44% |
Equity
95.27%
92.56%
Cash
4.02%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sundaram Finance Ltd. | 3.64% |
Torrent Power Ltd. | 3.36% |
Crisil Ltd. | 3.31% |
Bajaj Finance Ltd. | 3.21% |
Shree Cement Ltd. | 3.11% |
Tata Elxsi Ltd. | 2.81% |
Max Healthcare Institute Ltd. | 2.81% |
Schaeffler India Ltd. | 2.58% |
Jubilant FoodWorks Ltd. | 2.49% |
The Federal Bank Ltd. | 2.47% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.45% |
The Federal Bank Ltd. | 3.36% |
Balkrishna Industries Ltd. | 3.34% |
The Indian Hotels Company Ltd. | 3.31% |
Ipca Laboratories Ltd. | 3.01% |
Coforge Ltd. | 2.93% |
Hindustan Petroleum Corporation Ltd. | 2.81% |
Indian Bank | 2.78% |
Apollo Tyres Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.58% |
Fund Manager
Name | Sohini Andani | Chirag Setalvad |
Start Date | 16 Sep 2010 | 28 Jun 2014 |
Name
Sohini Andani
Chirag Setalvad
Start Date
16 Sep 2010
28 Jun 2014
About Fund
Description | The scheme aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of Midcap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 21 Feb 2005 | 07 May 2007 |
Description
The scheme aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of Midcap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
21 Feb 2005
07 May 2007