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Motilal Oswal Midcap Fund vs SBI Magnum 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 | 3.04% | 2.91% |
| 6 Month | -3.99% | -10.85% |
| 1 Year | 10.12% | 14.9% |
| 3 Year | 17.66% | 26.97% |
| 5 Year | 31.87% | 36.83% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.73% | -9.14% |
| 1 Year | -5.39% | -14.46% |
| 3 Year | 16.24% | 24.32% |
| 5 Year | 21% | 28.81% |
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 | 0.68% | 1.047% |
| Beta | 0.78% | 0.892% |
| Alpha | -0.5% | 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 | 8.45 | 23.08 |
| Mid Cap | 66.19 | 69.66 |
| Small Cap | 17.47 | - |
| Large Cap | 7.89 | 7.25 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.45 | 23.08 |
| Financial Services | 20.17 | 0.09 |
| Basic Materials | 10.46 | 2.32 |
| Technology | 3.88 | 34.02 |
| Healthcare | 13.48 | 5 |
| Consumer Cyclical | 19.9 | 16.09 |
| Real Estate | 3.23 | 2.8 |
| Energy | 1.14 | - |
| Industrials | 11.71 | 11.09 |
| Communication Services | 1.67 | 3.44 |
| Consumer Defensive | 2.85 | - |
| Utilities | 3.06 | 2.06 |
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