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SBI Magnum Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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tortoise-icon 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 Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22406 Cr ₹24488 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 Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 3.06% 1.63%
6 Month -2.69% -12.12%
1 Year 2.28% 10.77%
3 Year 22.58% 35.19%
5 Year 30.38% 36.55%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month 6.87% 6.6%
1 Year 4.81% 1.44%
3 Year 17.47% 27.88%
5 Year 20.61% 30.19%

Rolling Lumpsum Returns

Scheme Name SBI Magnum 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%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 12.49% 18.728%
Sharp 1.07% 1.047%
Beta 0.71% 0.892%
Alpha -0.31% 7.885%

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Fund Managers

Scheme Name SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 5.29 23.08
Mid Cap 71.59 69.66
Small Cap 15.29 -
Large Cap 7.83 7.25

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 5.29 23.08
Finance 12.6 -
Cement & Cement Products 7.2 -
IT - Services 1.98 -
Capital Markets 2.08 -
Healthcare Services 4.37 -
Insurance 0.53 -
Banks 4.35 -
Leisure Services 3.77 -
Pharmaceuticals & Biotechnology 8.9 -
Auto Components 9.49 -
Realty 3.99 -
Petroleum Products 1.32 -
Industrial Products 5.65 -
Telecom - Services 1.9 -
Consumer Durables 4.76 -
Electrical Equipment 1.84 -
Fertilizers & Agrochemicals 1.71 -
Personal Products 3.47 -
Retailing 1.36 -
Food Products 0.93 -
IT - Software 2.81 -
Industrial Manufacturing 2.09 -
Textiles & Apparels 4.25 -
Power 3.36 -
Healthcare - 5
Technology - 34.02
Consumer Cyclical - 16.09
Industrials - 11.09
Utilities - 2.06
Real Estate - 2.8
Communication Services - 3.44
Basic Materials - 2.32
Financial Services - 0.09

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