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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) | ₹23036 Cr | ₹37501 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 | 2.47% | -1.66% |
| 6 Month | 1.45% | 3.55% |
| 1 Year | 4.05% | 0.34% |
| 3 Year | 17.14% | 26.58% |
| 5 Year | 23.68% | 30.55% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.35% | -0.2% |
| 1 Year | 7.19% | 6.93% |
| 3 Year | 12.71% | 21.86% |
| 5 Year | 15.76% | 25.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.45% | 16.93% |
| 3 Year | 16.32% | 20.71% |
| 5 Year | 17.01% | 14.75% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 17.71% |
| Sharp | 0.78% | 1.02% |
| Beta | 0.78% | 0.91% |
| Alpha | -3.01% | 3.53% |
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 | 9.47 | 22.09 |
| Mid Cap | 67.45 | 57.68 |
| Large Cap | 8.22 | 20.22 |
| Small Cap | 14.86 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 4.5 | 12.78 |
| Financial Services | 25.56 | 3.46 |
| Basic Materials | 11.39 | - |
| Technology | 2.57 | 40.62 |
| Healthcare | 9.2 | 1.61 |
| Real Estate | 4.84 | 2.56 |
| Energy | 2.07 | - |
| Consumer Cyclical | 16.83 | 22.89 |
| Industrials | 12.03 | 12.61 |
| Communication Services | 1.58 | 3.47 |
| Consumer Defensive | 4.52 | - |
| Utilities | 4.93 | - |
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