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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 | 1.58 |
NAV | ₹226.19 | ₹97.40 |
Fund Started | 21 Feb 2005 | 03 Feb 2014 |
Fund Size | ₹21818.37 Cr | ₹24488.00 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
₹500
Expense Ratio
1.67
1.58
NAV
₹226.19
₹97.40
Fund Started
21 Feb 2005
03 Feb 2014
Fund Size
₹21818.37 Cr
₹24488.00 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 13.13% | 31.34% |
3 Year | 17.24% | 28.31% |
5 Year | 23.63% | 27.49% |
1 Year
13.13%
31.34%
3 Year
17.24%
28.31%
5 Year
23.63%
27.49%
Holding Analysis
Equity | 94.54% | 90.80% |
Cash | 4.64% | 9.20% |
Equity
94.54%
90.80%
Cash
4.64%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Crisil Ltd. | 4.88% |
Torrent Power Ltd. | 3.20% |
Max Healthcare Institute Ltd. | 2.84% |
Sundaram Finance Ltd. | 2.83% |
The Indian Hotels Company Ltd. | 2.82% |
K.P.R. Mill Ltd. | 2.73% |
Bajaj Finance Ltd. | 2.50% |
Schaeffler India Ltd. | 2.50% |
The Federal Bank Ltd. | 2.48% |
Jubilant FoodWorks Ltd. | 2.47% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
