Home>Mutual Funds>Compare>Compare Aditya Birla Sun Life Mid Cap Direct Fund Growth with SBI Magnum Mid Cap Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Aditya Birla Sun Life Mid Cap Direct Fund Growth

Equity
Mid Cap
1.0 star
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SBI Magnum Mid Cap Direct Plan Growth

Equity
Mid Cap
2.0 star
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Aditya Birla Sun Life Mid Cap Direct Fund Growth

(77.7%)

SBI Magnum Mid Cap Direct Plan Growth

(101.3%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio1.19%1.17%-
NAV₹387.0 (09-Apr-2021)₹118.9 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹2,697Cr₹4,887Cr-
Returns
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1Y
77.7%
101.3%
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3Y
5.6%
11.4%
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5Y
12.9%
14.5%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.22%
1. Lower expense ratio - 1.2%
2. 1Y Returns are higher than the category average returns
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Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
1. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
Mphasis Ltd.
4.8%
Cholamandalam Investment & Finance Co. Ltd.
3.9%
Coromandel International Ltd.
3.8%
Tata Power Co. Ltd.
3.4%
Cholamandalam Financial Holdings Ltd.
3.2%
Torrent Power Ltd.
3.0%
Max Financial Services Ltd.
2.9%
Voltas Ltd.
2.6%
Phoenix Mills Ltd.
2.4%
Crompton Greaves Consumer Electricals Ltd.
2.3%
Name
Assets
Sheela Foam Ltd.
6.6%
Cholamandalam Investment & Finance Co. Ltd.
6.5%
Godrej Properties Ltd.
5.8%
Carborundum Universal Ltd.
4.3%
JK Cement Ltd
4.1%
Page Industries Ltd.
3.8%
The Ramco Cements Ltd.
3.5%
PI Industries Ltd.
3.3%
Thermax Ltd.
3.3%
Coromandel International Ltd.
3.2%
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Fund Manager
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Name
Jayesh Gandhi
Sohini Andani
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Education

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA

Ms. Andani is a B.Com (H) and C.A.

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Experience

Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.

Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

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About Fund
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Description

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

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Launch Date
23 Dec 1994
29 Jun 1987
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Custodian
Citibank NA
SBI SG Global Securities Services Pvt.Ltd.
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Registrar & Transfer Agent
Cams
Cams
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