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
SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
3.0
Add a fund

Aditya Birla Sun Life Mid Cap Direct Fund Growth

(33.9%)

SBI Magnum Mid Cap Direct Plan Growth

(28.1%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹500
-
Expense Ratio
1.07%
0.79%
-
NAV
₹890.6 (11-Dec-2024)
₹269.5 (11-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹6,440Cr
₹22,338Cr
-
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year
-

Returns

1Y
33.9%
28.1%
-
3Y
19.8%
20.4%
-
5Y
25.7%
29.3%
-

Pros & Cons

Pros
1.Lower expense ratio: 1.07%
1.5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.79%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Low rating: 2
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Torrent Power Ltd.
3.3%
Fortis Healthcare Ltd.
3.2%
Coromandel International Ltd.
3.2%
Glenmark Pharmaceuticals Ltd.
2.8%
Gujarat Fluorochemicals Ltd.
2.8%
Cholamandalam Financial Holdings Ltd.
2.7%
Max Financial Services Ltd.
2.6%
AU Small Finance Bank Ltd.
2.5%
Mphasis Ltd.
2.4%
Shriram Finance Ltd
2.3%
Name
Assets
Crisil Ltd.
4.1%
Torrent Power Ltd.
4.0%
Sundaram Finance Ltd.
3.3%
Voltas Ltd.
3.1%
Thermax Ltd.
2.8%
Coromandel International Ltd.
2.7%
K.P.R. Mill Ltd.
2.6%
Max Healthcare Institute Ltd.
2.6%
Bajaj Finance Ltd.
2.6%
The Federal Bank Ltd.
2.6%
-

Fund Manager

Name
Vishal Gajwani
Bhavin Vithlani
-
Education
Mr. Gajwani is CA and CFA (US)
Mr. Vithlani is a MMS (Finance)
-
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
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
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMTFIPOMutual FundsNFOETFCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapWeb Stories
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India