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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

(-0.5%)

SBI Magnum Mid Cap Direct Plan Growth

(7.9%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹1000₹500-
Expense Ratio1.24%1.23%-
NAV₹283.7 (29-Sep-2020)₹80.2 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹2,284Cr₹3,596Cr-
Returns
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1Y
-0.5%
7.9%
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3Y
-3.5%
0.2%
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5Y
5.4%
6.2%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.3%
1. Lower expense ratio - 1.22%
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Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y 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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-
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Turn Over
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-
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Equity
-
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Cash
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-
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Top Holdings

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Top 10 Holdings
Name
Assets
Coromandel International Ltd.
4.7%
Sanofi India Ltd.
2.8%
Cholamandalam Financial Holdings Ltd.
2.8%
Torrent Power Ltd.
2.8%
KEC International Ltd.
2.7%
Cadila Healthcare Ltd.
2.6%
Gujarat State Petronet Ltd.
2.6%
Tata Power Co. Ltd.
2.6%
Ipca Laboratories Ltd.
2.5%
Mahindra CIE Automotive Ltd.
2.5%
Name
Assets
PI Industries Ltd.
7.2%
Sheela Foam Ltd.
6.0%
Godrej Properties Ltd.
5.1%
Coromandel International Ltd.
5.1%
Cholamandalam Investment & Finance Co. Ltd.
4.3%
Hexaware Technologies Ltd.
3.9%
Gujarat State Petronet Ltd.
3.5%
The Ramco Cements Ltd.
3.3%
Sanofi India Ltd.
3.0%
Carborundum Universal Ltd.
3.0%
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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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