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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 | 5.66% | 3.01% |
| 6 Month | -12.72% | -15.97% |
| 1 Year | 5.83% | 14.16% |
| 3 Year | 16.57% | 26.73% |
| 5 Year | 32.98% | 37.32% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -5.26% | -11.8% |
| 1 Year | -9.03% | -10.59% |
| 3 Year | 15.51% | 26.64% |
| 5 Year | 21.03% | 30.41% |
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 | 0.65% | 1.047% |
| Beta | 0.77% | 0.892% |
| Alpha | -0.93% | 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 | 6.53 | 23.08 |
| Mid Cap | 66.04 | 69.66 |
| Small Cap | 20.3 | - |
| Large Cap | 7.14 | 7.25 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 6.53 | 23.08 |
| Financial Services | 19.45 | 0.09 |
| Basic Materials | 9.26 | 2.32 |
| Technology | 4.32 | 34.02 |
| Healthcare | 13.18 | 5 |
| Consumer Cyclical | 22.17 | 16.09 |
| Real Estate | 3.5 | 2.8 |
| Energy | 1.27 | - |
| Industrials | 13.08 | 11.09 |
| Communication Services | 1.64 | 3.44 |
| Consumer Defensive | 2.35 | - |
| Utilities | 3.25 | 2.06 |
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