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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 | 1.68 | 1.42 |
NAV | ₹210.53 | ₹164.21 |
Fund Started | 21 Feb 2005 | 07 May 2007 |
Fund Size | ₹19391.73 Cr | ₹67578.59 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
1.68
1.42
NAV
₹210.53
₹164.21
Fund Started
21 Feb 2005
07 May 2007
Fund Size
₹19391.73 Cr
₹67578.59 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.36% | 4.53% |
3 Year | 17.02% | 23.48% |
5 Year | 24.99% | 26.75% |
1 Year
6.36%
4.53%
3 Year
17.02%
23.48%
5 Year
24.99%
26.75%
Holding Analysis
Equity | 92.15% | 92.47% |
Cash | 7.06% | 7.53% |
Equity
92.15%
92.47%
Cash
7.06%
7.53%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Crisil Ltd. | 3.62% |
Bajaj Finance Ltd. | 3.52% |
Sundaram Finance Ltd. | 3.49% |
Torrent Power Ltd. | 3.06% |
Mahindra & Mahindra Financial Services Ltd. | 2.79% |
Max Healthcare Institute Ltd. | 2.77% |
Schaeffler India Ltd. | 2.53% |
K.P.R. Mill Ltd. | 2.48% |
The Federal Bank Ltd. | 2.47% |
AIA Engineering Ltd. | 2.43% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.77% |
The Indian Hotels Company Ltd. | 3.77% |
Balkrishna Industries Ltd. | 3.53% |
The Federal Bank Ltd. | 3.36% |
Coforge Ltd. | 3.27% |
Ipca Laboratories Ltd. | 3.17% |
Persistent Systems Ltd. | 2.82% |
Indian Bank | 2.79% |
Hindustan Petroleum Corporation Ltd. | 2.41% |
Apollo Tyres Ltd. | 2.32% |
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