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Compare SBI Magnum Midcap Fund vs Motilal Oswal Midcap 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 | ₹500 |
Expense Ratio | 1.66 | 1.56 |
NAV | ₹234.49 | ₹100.79 |
Fund Started | 21 Feb 2005 | 03 Feb 2014 |
Fund Size | ₹22406.12 Cr | ₹30401.09 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.66
1.56
NAV
₹234.49
₹100.79
Fund Started
21 Feb 2005
03 Feb 2014
Fund Size
₹22406.12 Cr
₹30401.09 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.98% | 10.12% |
3 Year | 23.42% | 36.02% |
5 Year | 30.10% | 36.73% |
1 Year
0.98%
10.12%
3 Year
23.42%
36.02%
5 Year
30.10%
36.73%
Holding Analysis
Equity | 93.87% | 68.82% |
Cash | 4.68% | 31.18% |
Equity
93.87%
68.82%
Cash
4.68%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Crisil Ltd. | 3.75% |
Sundaram Finance Ltd. | 3.42% |
Tata Elxsi Ltd. | 3.02% |
Schaeffler India Ltd. | 2.99% |
Shree Cement Ltd. | 2.97% |
Torrent Power Ltd. | 2.88% |
Max Healthcare Institute Ltd. | 2.76% |
Glaxosmithkline Pharmaceuticals Ltd. | 2.50% |
Bharat Forge Ltd. | 2.49% |
The Federal Bank Ltd. | 2.43% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
Fund Manager
Name | Sohini Andani | Ajay Khandelwal |
Start Date | 16 Sep 2010 | 16 Dec 2021 |
Name
Sohini Andani
Ajay Khandelwal
Start Date
16 Sep 2010
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 21 Feb 2005 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
21 Feb 2005
03 Feb 2014