- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Midcap Fund vs Motilal Oswal 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) | ₹23360 Cr | ₹38003 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 | -1.03% | -4.28% |
| 6 Month | -1.62% | -4.08% |
| 1 Year | - | -10.87% |
| 3 Year | 17.71% | 25.88% |
| 5 Year | 20.86% | 27.98% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.91% | -2.93% |
| 1 Year | 6.65% | 1.45% |
| 3 Year | 11.18% | 17.29% |
| 5 Year | 14.84% | 22.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.28% | 16.65% |
| 3 Year | 16.32% | 20.83% |
| 5 Year | 17.15% | 14.84% |
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 | 0.83% | 1.02% |
| Beta | 0.78% | 0.91% |
| Alpha | -2.48% | 3.59% |
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 | 10.96 | 17.44 |
| Mid Cap | 70.32 | 61.87 |
| Large Cap | 6.41 | 20.69 |
| Small Cap | 12.31 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.87 | 7.52 |
| Financial Services | 27.05 | 11.71 |
| Basic Materials | 10.98 | - |
| Technology | 4.75 | 37.64 |
| Healthcare | 6.74 | 1.61 |
| Real Estate | 4.57 | 2.43 |
| Energy | 1.96 | - |
| Consumer Cyclical | 15.85 | 18.46 |
| Industrials | 13.3 | 11.9 |
| Communication Services | 1.72 | 8.74 |
| Consumer Defensive | 4.27 | - |
| Utilities | 4.93 | - |
Top Comparisons
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.21%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.64%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.9%
DSP Bond Fund - Growth
3Y Returns7.48%
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.12%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
ICICI Prudential Liquid Fund - Growth
3Y Returns6.94%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
