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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) | ₹22012 Cr | ₹34780 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 | 2.1% | 3.08% |
| 6 Month | 9.79% | 18.34% |
| 1 Year | -7.09% | -1.75% |
| 3 Year | 13.72% | 25.57% |
| 5 Year | 24.62% | 32.72% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.02% | 6.82% |
| 1 Year | 1.59% | 11.17% |
| 3 Year | 12.96% | 26.59% |
| 5 Year | 16.65% | 28.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.86% | 17.59% |
| 3 Year | 16.51% | 19.99% |
| 5 Year | 16.65% | 14.42% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 17.40% |
| Sharp | 0.67% | 1.11% |
| Beta | 0.78% | 0.86% |
| Alpha | -3.22% | 6.74% |
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 | 8.69 | 12.4 |
| Mid Cap | 70.43 | 63.22 |
| Large Cap | 6.75 | 24.39 |
| Small Cap | 14.13 | - |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 5.06 | 2.61 |
| Financial Services | 25.19 | 3.2 |
| Basic Materials | 11.77 | - |
| Technology | 4.75 | 37.96 |
| Healthcare | 9.95 | 3.21 |
| Consumer Cyclical | 17.47 | 26.86 |
| Real Estate | 4.48 | 2.58 |
| Energy | 1.39 | - |
| Industrials | 11.51 | 20.24 |
| Communication Services | 1.61 | 3.34 |
| Consumer Defensive | 4.09 | - |
| Utilities | 2.73 | - |
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