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
1.0star
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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

(74.7%)

SBI Magnum Mid Cap Direct Plan Growth

(80.1%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio1.30%1.11%-
NAV₹457.3 (26-Jul-2021)₹135.1 (26-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹3,000Cr₹5,593Cr-
Returns
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1Y
74.7%
80.1%
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3Y
13.1%
20.3%
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5Y
13.1%
14.3%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.3%
2. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 1.11%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
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Cons
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
1. 5Y Returns are lower than the category average returns
2. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
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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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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.
5.2%
Coromandel International Ltd.
3.5%
Tata Power Company Ltd.
3.3%
Cholamandalam Financial Holdings Ltd.
3.2%
Max Financial Services Ltd.
3.1%
Cholamandalam Investment & Finance Company Ltd.
2.8%
MindTree Ltd.
2.6%
Torrent Power Ltd.
2.5%
Voltas Ltd.
2.4%
Gujarat Fluorochemicals Ltd.
2.3%
Name
Assets
Sheela Foam Ltd.
5.8%
Page Industries Ltd.
4.2%
Godrej Properties Ltd.
4.0%
Carborundum Universal Ltd.
3.8%
Gujarat State Petronet Ltd.
3.7%
JK Cement Ltd
3.6%
Coromandel International Ltd.
3.2%
Cholamandalam Investment & Finance Company Ltd.
3.2%
The Ramco Cements Ltd.
3.2%
Thermax Ltd.
3.1%
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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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