Compare SBI Magnum Mid Cap Direct Plan Growth vs HDFC Mid Cap Opportunities Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
5.0
INVEST NOW
HDFC Mid Cap Opportunities Direct Plan GrowthEquity
Mid Cap
4.0
INVEST NOW
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SBI Magnum Mid Cap Direct Plan Growth

(19.7%)

HDFC Mid Cap Opportunities Direct Plan Growth

(32.7%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.90%	0.86%	-
NAV	₹197.8 (25-Sep-2023)	₹142.2 (25-Sep-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹12,555Cr	₹47,236Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit load of 1% if redeemed within 1 year.	-

Returns

1Y
19.7%
32.7%
-
3Y
36.4%
36.1%
-
5Y
21.4%
20.4%
-

Pros & Cons

Pros
1. 3Y, 5Y and 10Y annualised returns higher than category average2. Higher alpha: 5.15
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 3. Lower expense ratio: 0.9%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Lower expense ratio: 0.86%3. 1Y category rank: 2, 3Y category rank: 44. Higher alpha: 2.95
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
-

Cons
1. 1Y annualised returns lower than category average by 3.54%
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Crisil Ltd.
4.4%
Schaeffler India Ltd.
4.0%
Thermax Ltd.
3.4%
Coromandel International Ltd.
3.3%
Tube Investments Of India Ltd.
3.2%
Page Industries Ltd.
3.1%
The Indian Hotels Company Ltd.
2.9%
Sundaram Finance Ltd.
2.9%
Carborundum Universal Ltd.
2.8%
Torrent Power Ltd.
2.7%
Name
Assets
The Indian Hotels Company Ltd.
4.3%
Tata Communications Ltd.
3.6%
Max Healthcare Institute Ltd.
3.2%
Bharat Electronics Ltd.
3.0%
Apollo Tyres Ltd.
2.9%
Cholamandalam Investment and Finance Company Ltd.
2.8%
Sundram Fasteners Ltd.
2.7%
AIA Engineering Ltd.
2.6%
Indian Bank
2.6%
Coforge Ltd.
2.5%
-

Fund Manager

Name
Sohini Andani
Chirag Setalvad
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
-
Experience
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.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
-

About Fund

Description
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.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
10 Dec 1999
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
NA
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

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

SBI Magnum Mid Cap Direct Plan Growth

HDFC Mid Cap Opportunities Direct Plan Growth

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SBI Magnum Mid Cap Direct Plan Growth

HDFC Mid Cap Opportunities Direct Plan Growth

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

2. Higher alpha: 5.15 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

3. Lower expense ratio: 0.9%

1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2. Lower expense ratio: 0.86%

3. 1Y category rank: 2, 3Y category rank: 4

4. Higher alpha: 2.95 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

1. 1Y annualised returns lower than category average by 3.54%

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons