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 Risk | Very High Risk |
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 | -6.17% | -5.18% |
6 Month | -11.68% | -8.14% |
1 Year | 5.72% | 21.15% |
3 Year | 16.4% | 27.85% |
5 Year | 22.31% | 25.92% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -9.61% | -2.83% |
3 Year | 14.39% | 27.92% |
5 Year | 21.02% | 31.05% |
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% | 18.301% |
Sharp | 0.77% | 1.126% |
Beta | 0.75% | 0.915% |
Alpha | -0.3% | 6.797% |
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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 |
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 | 5.97 | 2.4 |
Mid Cap | 69.16 | 71.9 |
Small Cap | 18.54 | 1.86 |
Large Cap | 6.33 | 23.85 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 5.97 | 2.4 |
Finance | 12.12 | 8.04 |
Cement & Cement Products | 2.15 | - |
IT - Services | 2.31 | - |
Capital Markets | 2.77 | 1.78 |
Healthcare Services | 4.05 | 3.81 |
Insurance | 0.68 | - |
Banks | 4.27 | - |
Leisure Services | 4.23 | - |
Pharmaceuticals & Biotechnology | 7.24 | 1.39 |
Auto Components | 9.08 | 9.57 |
Realty | 3.96 | 2.4 |
Petroleum Products | 1.33 | - |
Chemicals & Petrochemicals | 0.04 | 3.46 |
Industrial Products | 6.96 | 9.29 |
Telecom - Services | 1.59 | 0.59 |
Consumer Durables | 8.63 | 15.71 |
Electrical Equipment | 2.76 | 2.63 |
Fertilizers & Agrochemicals | 3.57 | - |
Personal Products | 1.5 | - |
Retailing | 2.54 | 3.92 |
Food Products | 0.45 | - |
IT - Software | 1.42 | 20.67 |
Industrial Manufacturing | 1.82 | - |
Textiles & Apparels | 4.56 | - |
Power | 4 | - |
Automobiles | - | 11.89 |
Financial Technology (Fintech) | - | 2.46 |
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