Compare Aditya Birla Sun Life Mid Cap Direct Fund Growth vs SBI Magnum Mid Cap Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Aditya Birla Sun Life Mid Cap Direct Fund GrowthEquity
Mid Cap
2.0
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SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
4.0
INVEST NOW
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Aditya Birla Sun Life Mid Cap Direct Fund Growth

(54.0%)

SBI Magnum Mid Cap Direct Plan Growth

(43.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹500	-
Expense Ratio	1.07%	0.83%	-
NAV	₹748.9 (25-Apr-2024)	₹231.7 (25-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹4,913Cr	₹16,856Cr	-
Exit Load	1% for redemption within 90 days	Exit load of 1% if redeemed within 1 year	-

Returns

1Y
54.0%
43.4%
-
3Y
26.2%
26.2%
-
5Y
19.9%
24.3%
-

Pros & Cons

Pros
1. Lower expense ratio: 1.07%2. 3Y annualised returns higher than category average by 0.14%
1. 3Y, 5Y and 10Y annualised returns higher than category average2. Higher alpha: 3.56
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 3. Lower expense ratio: 0.83%
-

Cons
1. 1Y, 5Y and 10Y annualised returns lower than category average2. Low rating: 2
1. 1Y annualised returns lower than category average by 12.45%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Torrent Power Ltd.
3.7%
K.P.R. Mill Ltd.
3.1%
The Phoenix Mills Ltd.
2.9%
Gujarat Fluorochemicals Ltd.
2.8%
Fortis Healthcare Ltd.
2.8%
Cholamandalam Financial Holdings Ltd.
2.6%
Coromandel International Ltd.
2.6%
Mphasis Ltd.
2.4%
Glenmark Pharmaceuticals Ltd.
2.4%
The Federal Bank Ltd.
2.3%
Name
Assets
Crisil Ltd.
4.2%
Torrent Power Ltd.
4.2%
Thermax Ltd.
3.8%
Sundaram Finance Ltd.
3.7%
Tube Investments Of India Ltd.
3.1%
The Indian Hotels Company Ltd.
3.0%
Schaeffler India Ltd.
2.7%
Max Healthcare Institute Ltd.
2.7%
K.P.R. Mill Ltd.
2.6%
Bajaj Finance Ltd.
2.6%
-

Fund Manager

Name
Harish Krishnan
Bhavin Vithlani
-
Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Mr. Vithlani is a MMS (Finance)
-
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.
Prior to joining SBI Mutaul Fund, he has worked with Axis Capital Limited and Tower Capital & Securities Private Limited.
-

About Fund

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

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Aditya Birla Sun Life Mid Cap Direct Fund Growth

SBI Magnum Mid Cap Direct Plan Growth

Add a fund

Aditya Birla Sun Life Mid Cap Direct Fund Growth

SBI Magnum Mid Cap Direct Plan Growth

1. Lower expense ratio: 1.07%

2. 3Y annualised returns higher than category average by 0.14%

1. 3Y, 5Y and 10Y annualised returns higher than category average

2. Higher alpha: 3.56 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

3. Lower expense ratio: 0.83%

1. 1Y, 5Y and 10Y annualised returns lower than category average

2. Low rating: 2

1. 1Y annualised returns lower than category average by 12.45%

Holding Analysis

Top Holdings

Popular Comparisons