SBI Magnum Midcap Fund vs Motilal Oswal Midcap Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹20310 Cr ₹12583 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Mar 2005 02 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 1.69
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01560 INF247L01411
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 4.89% 3.24%
6 Month 27.89% 34.13%
1 Year 36.14% 69.98%
3 Year 23.47% 38.51%
5 Year 30.15% 34.26%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 17.19% 25.36%
3 Year 44.66% 68.32%
5 Year 105.09% 137.54%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 30.85% 33.77%
3 Year 78.83% 102.56%
5 Year 114.75% 158.43%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 11.63% 13.31%
Sharp 1.3% 1.86%
Beta 0.72% 0.83%
Alpha 1.85% 11.3%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.3 10.12
Mid Cap 67.51 65.19
Small Cap 20.78 2.31
Large Cap 5.41 22.37

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 6.12 3.09
Finance 10.17 -
Cement & Cement Products 2.9 -
IT - Services 2.41 -
Capital Markets 2.77 -
Healthcare Services 3.75 -
Insurance 0.74 -
Banks 3.13 -
Leisure Services 4.26 -
Pharmaceuticals & Biotechnology 5.46 -
Auto Components 12.33 -
Realty 4.38 -
Chemicals & Petrochemicals 1.69 -
Industrial Products 7.71 -
Telecom - Services 0.47 -
Consumer Durables 7.86 -
Non - Ferrous Metals 0.28 -
Electrical Equipment 2.88 -
Fertilizers & Agrochemicals 3.59 -
Personal Products 1.6 -
Construction 0.34 8.26
IT - Software 1.4 -
Retailing 2.58 -
Food Products 0.51 -
Industrial Manufacturing 0.84 -
Entertainment 0.86 -
Textiles & Apparels 4.4 -
Power 4.57 -
Energy - 3.76
Healthcare - 6.12
Capital Goods - 7.41
Technology - 13.79
Communication - 10.65
Consumer Discretionary - 11.42
Chemicals - 3.17
Services - 8.85
Financial - 11.61
Automobile - 11.86

Top Comparisons

Nippon India Liquid Fund -Growth Plan Nippon India Liquid Fund -Growth Plan

3Y Returns5.98%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.04%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns5.58%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.58%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns30.16%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns18.93%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.25%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

Compare Now
Request call back
Add to Cart Successfully