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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

Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.67
1.62
NAV
₹228.04
₹102.29
Fund Started
21 Feb 2005
03 Feb 2014
Fund Size
₹21406.76 Cr
₹20055.68 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
1.62

NAV

₹228.04
₹102.29

Fund Started

21 Feb 2005
03 Feb 2014

Fund Size

₹21406.76 Cr
₹20055.68 Cr

Exit Load

Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
1 Year
26.65%
57.39%
3 Year
16.33%
30.30%
5 Year
26.58%
30.89%

1 Year

26.65%
57.39%

3 Year

16.33%
30.30%

5 Year

26.58%
30.89%
Equity
94.50%
97.60%
Cash
4.57%
2.40%

Equity

94.50%
97.60%

Cash

4.57%
2.40%
Top 10 Holdings
Name
Assets
Crisil Ltd.
4.09%
Torrent Power Ltd.
4.00%
Sundaram Finance Ltd.
3.34%
Voltas Ltd.
3.08%
Thermax Ltd.
2.76%
Coromandel International Ltd.
2.73%
K.P.R. Mill Ltd.
2.62%
Max Healthcare Institute Ltd.
2.61%
Bajaj Finance Ltd.
2.57%
The Federal Bank Ltd.
2.57%
Name
Assets
Coforge Ltd.
9.88%
Kalyan Jewellers India Ltd.
9.50%
Polycab India Ltd.
9.29%
Persistent Systems Ltd.
8.04%
JIO Financial Services Ltd.
8.04%
Bajaj Auto Ltd.
6.71%
Tube Investments Of India Ltd.
6.03%
Mahindra & Mahindra Ltd.
5.18%
Voltas Ltd.
4.11%
Zomato Ltd.
3.92%

Top 10 Holdings

Name
Assets
Crisil Ltd.
4.09%
Torrent Power Ltd.
4.00%
Sundaram Finance Ltd.
3.34%
Voltas Ltd.
3.08%
Thermax Ltd.
2.76%
Coromandel International Ltd.
2.73%
K.P.R. Mill Ltd.
2.62%
Max Healthcare Institute Ltd.
2.61%
Bajaj Finance Ltd.
2.57%
The Federal Bank Ltd.
2.57%
Name
Assets
Coforge Ltd.
9.88%
Kalyan Jewellers India Ltd.
9.50%
Polycab India Ltd.
9.29%
Persistent Systems Ltd.
8.04%
JIO Financial Services Ltd.
8.04%
Bajaj Auto Ltd.
6.71%
Tube Investments Of India Ltd.
6.03%
Mahindra & Mahindra Ltd.
5.18%
Voltas Ltd.
4.11%
Zomato Ltd.
3.92%
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
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