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Motilal Oswal Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23315 Cr | ₹36880 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Mar 2005 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 120% |
| Expense Ratio | 1.67 | 1.58 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01560 | INF247L01411 |
| Exits Load | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -2.49% | -5.92% |
| 6 Month | -2.29% | -9.68% |
| 1 Year | 1.98% | -2.59% |
| 3 Year | 17.29% | 22.92% |
| 5 Year | 19.55% | 25.79% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.12% | -3.08% |
| 1 Year | 8.15% | 0.21% |
| 3 Year | 10.32% | 15.03% |
| 5 Year | 14.13% | 21.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.18% | 16.44% |
| 3 Year | 16.41% | 20.95% |
| 5 Year | 17.27% | 14.91% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 17.87% |
| Sharp | 0.82% | 0.99% |
| Beta | 0.78% | 0.91% |
| Alpha | -2.23% | 2.65% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 10.7 | 25.31 |
| Large Cap | 8.37 | 16.18 |
| Mid Cap | 69.39 | 58.51 |
| Small Cap | 11.55 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 4.83 | 16.4 |
| Industrials | 13.99 | 10.84 |
| Financial Services | 24.99 | 10.65 |
| Basic Materials | 10.99 | - |
| Technology | 4.67 | 34.62 |
| Healthcare | 6.5 | 0.85 |
| Real Estate | 4.64 | 2.38 |
| Energy | 2.14 | - |
| Consumer Cyclical | 15.03 | 15.12 |
| Utilities | 6.27 | - |
| Communication Services | 1.8 | 9.14 |
| Consumer Defensive | 4.15 | - |
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