SBI Magnum Midcap Fund vs Motilal Oswal Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23269 Cr	₹33053 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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	-3.37%	-2.63%
6 Month	3.7%	7.84%
1 Year	-2.65%	2.04%
3 Year	17.81%	29.41%
5 Year	27.42%	35.27%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	3.86%	5.92%
1 Year	2.95%	2.58%
3 Year	15.9%	26.74%
5 Year	19.23%	29.31%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	16.23%	18.18%
3 Year	16.29%	19.42%
5 Year	16.45%	14.18%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	11.63%	17.92%
Sharp	1.19%	1.43%
Beta	0.78%	0.87%
Alpha	-1.85%	6.76%

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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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	7.51	27.11
Mid Cap	71.67	58.35
Large Cap	5.73	14.54
Small Cap	15.1	-

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	5.9	16.63
Financial Services	22.88	2.61
Basic Materials	11.19	0
Technology	4.74	33.7
Healthcare	12.18	4.49
Consumer Cyclical	17.16	17.65
Real Estate	4.2	2.83
Energy	1.41	-
Industrials	11.49	18.11
Communication Services	1.81	3.99
Consumer Defensive	4.06	-
Utilities	2.96	0