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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns10.73%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.37%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns31.8%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns22.88%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns21.77%
Kotak Small Cap Fund Regular Growth
3Y Returns21.15%
Tata Small Cap Fund Regular Growth
3Y Returns26.95%