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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 | 1.67 | 1.56 |
NAV | ₹224.63 | ₹101.72 |
Fund Started | 21 Feb 2005 | 03 Feb 2014 |
Fund Size | ₹22546.50 Cr | ₹33608.53 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
1.67
1.56
NAV
₹224.63
₹101.72
Fund Started
21 Feb 2005
03 Feb 2014
Fund Size
₹22546.50 Cr
₹33608.53 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -3.15% | 3.93% |
3 Year | 15.32% | 28.00% |
5 Year | 25.73% | 33.90% |
1 Year
-3.15%
3.93%
3 Year
15.32%
28.00%
5 Year
25.73%
33.90%
Holding Analysis
Equity | 95.01% | 82.04% |
Cash | 3.74% | 17.96% |
Equity
95.01%
82.04%
Cash
3.74%
17.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Crisil Ltd. | 3.72% |
Sundaram Finance Ltd. | 3.09% |
Shree Cement Ltd. | 3.07% |
Tata Elxsi Ltd. | 2.84% |
Torrent Power Ltd. | 2.73% |
Schaeffler India Ltd. | 2.68% |
Mahindra & Mahindra Financial Services Ltd. | 2.57% |
Biocon Ltd. | 2.43% |
The Federal Bank Ltd. | 2.42% |
Bharat Forge Ltd. | 2.33% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.52% |
Coforge Ltd. | 9.36% |
Kalyan Jewellers India Ltd. | 8.86% |
Persistent Systems Ltd. | 8.29% |
Trent Ltd. | 7.84% |
Polycab India Ltd. | 5.58% |
One97 Communications Ltd. | 4.50% |
Kei Industries Ltd. | 4.00% |
Bharti Hexacom Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.70% |
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
