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Home>Mutual Funds>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
1.0star
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SBI Magnum Mid Cap Direct Plan Growth

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

(78.1%)

SBI Magnum Mid Cap Direct Plan Growth

(81.8%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio1.21%1.09%-
NAV₹511.9 (27-Oct-2021)₹147.6 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹3,337Cr₹6,252Cr-
Returns
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1Y
78.1%
81.8%
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3Y
22.9%
29.7%
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5Y
13.8%
14.8%
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Pros & Cons
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Pros
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.21%
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.09%
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Cons
1. 5Y annualised returns lower than category average by 2.04%
2. Low rating: 1
1. Higher AUM: 6251Cr. Funds with a higher AUM tend to have lower returns in the future
2. Low rating: 2
3. 5Y annualised returns lower than category average by 0.91%
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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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-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

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Top 10 Holdings
Name
Assets
Mphasis Ltd.
5.9%
Tata Power Company Ltd.
3.9%
MindTree Ltd.
3.1%
Cholamandalam Financial Holdings Ltd.
3.0%
Voltas Ltd.
2.9%
Coromandel International Ltd.
2.8%
Cholamandalam Investment & Finance Company Ltd.
2.8%
Gujarat Fluorochemicals Ltd.
2.8%
Max Financial Services Ltd.
2.7%
Phoenix Mills Ltd.
2.4%
Name
Assets
Sheela Foam Ltd.
5.5%
Carborundum Universal Ltd.
4.6%
Godrej Properties Ltd.
4.3%
Page Industries Ltd.
4.1%
Tube Investments Of India Ltd.
3.9%
JK Cement Ltd
3.5%
Gujarat State Petronet Ltd.
3.1%
Cholamandalam Investment & Finance Company Ltd.
3.1%
Schaeffler India Ltd.
2.9%
Sona BLW Precision Forgings Ltd.
2.8%
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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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