- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.67 | 1.39 |
NAV | ₹240.44 | ₹194.13 |
Fund Started | 21 Feb 2005 | 07 May 2007 |
Fund Size | ₹21454.95 Cr | ₹76060.89 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
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.67
1.39
NAV
₹240.44
₹194.13
Fund Started
21 Feb 2005
07 May 2007
Fund Size
₹21454.95 Cr
₹76060.89 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 26.74% | 34.44% |
3 Year | 19.10% | 27.95% |
5 Year | 27.89% | 29.83% |
1 Year
26.74%
34.44%
3 Year
19.10%
27.95%
5 Year
27.89%
29.83%
Holding Analysis
Equity | 94.38% | 91.77% |
Cash | 4.69% | 8.23% |
Equity
94.38%
91.77%
Cash
4.69%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Crisil Ltd. | 4.00% |
Torrent Power Ltd. | 3.31% |
Coromandel International Ltd. | 2.85% |
Sundaram Finance Ltd. | 2.76% |
K.P.R. Mill Ltd. | 2.74% |
Schaeffler India Ltd. | 2.67% |
The Federal Bank Ltd. | 2.65% |
Carborundum Universal Ltd. | 2.65% |
The Indian Hotels Company Ltd. | 2.59% |
Thermax Ltd. | 2.57% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
