SBI Magnum Midcap Fund vs Motilal Oswal Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹21177 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 | 5.64% | 11.9% |
6 Month | -2.41% | -5.26% |
1 Year | 9.98% | 20.27% |
3 Year | 21.24% | 32.55% |
5 Year | 32.13% | 38.51% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | -0.28% | -1.97% |
1 Year | -6.29% | -6.57% |
3 Year | 14.75% | 26.13% |
5 Year | 19.54% | 29.36% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 16.74% | 18.45% |
3 Year | 15.93% | 18.47% |
5 Year | 16.06% | 13.83% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.63% | 18.728% |
Sharp | 0.73% | 1.047% |
Beta | 0.78% | 0.892% |
Alpha | -1.7% | 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 | 7.95 | 23.08 |
Mid Cap | 67.59 | 69.66 |
Small Cap | 16.75 | - |
Large Cap | 7.71 | 7.25 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 7.95 | 23.08 |
Finance | 12.6 | - |
Cement & Cement Products | 7.31 | - |
IT - Services | 2.15 | - |
Capital Markets | 1.97 | - |
Healthcare Services | 4.64 | - |
Insurance | 0.32 | - |
Banks | 4.33 | - |
Leisure Services | 3.71 | - |
Pharmaceuticals & Biotechnology | 9.08 | - |
Auto Components | 9.09 | - |
Realty | 3.39 | - |
Petroleum Products | 1.29 | - |
Industrial Products | 6.23 | - |
Telecom - Services | 1.6 | - |
Consumer Durables | 5.04 | - |
Electrical Equipment | 2.1 | - |
Fertilizers & Agrochemicals | 1.61 | - |
Personal Products | 1.65 | - |
Retailing | 1.29 | - |
Food Products | 1.02 | - |
IT - Software | 1.62 | - |
Industrial Manufacturing | 2.1 | - |
Textiles & Apparels | 4.56 | - |
Power | 3.35 | - |
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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