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) | ₹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 | 2.75% | 1.45% |
6 Month | -3.92% | -9.71% |
1 Year | 7.66% | 13.24% |
3 Year | 16.88% | 26.18% |
5 Year | 31.4% | 36.67% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 0.49% | -5.19% |
1 Year | -4.46% | -10.03% |
3 Year | 16.53% | 26.05% |
5 Year | 20.91% | 29.56% |
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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