Home>Mutual Funds>Compare SBI Magnum Mid Cap Direct Plan Growth with HDFC Mid Cap Opportunities Direct Plan Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Magnum Mid Cap Direct Plan Growth
Equity
Mid Cap
3.0
INVEST NOW
HDFC Mid Cap Opportunities Direct Plan Growth
Equity
Mid Cap
2.0
INVEST NOW
Add a fund
SBI Magnum Mid Cap Direct Plan Growth
(20.9%)
HDFC Mid Cap Opportunities Direct Plan Growth
(12.6%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹300 | - |
| Expense Ratio | 1.03% | 1.00% | - |
| NAV | ₹141.9 (16-May-2022) | ₹90.9 (16-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹7,136Cr | ₹31,309Cr | - |
| Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1% if redeemed within 1 year. | - |
Returns
1Y
20.9%
12.6%
-
3Y
24.4%
18.4%
-
5Y
12.0%
10.7%
-
Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 7.16%
2. Lower expense ratio: 1.03%
1. 3Y annualised returns higher than category average by 2.34%
2. Lower expense ratio: 1%
-
Cons
1. Higher AUM: 6828Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
1. Higher AUM: 31309Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
-
Holding Analysis
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
Top 10 Holdings
Name
Assets
Sheela Foam Ltd.
6.6%
Page Industries Ltd.
5.7%
Tube Investments Of India Ltd.
4.4%
Carborundum Universal Ltd.
3.6%
Cholamandalam Investment & Finance Company Ltd.
3.6%
Thermax Ltd.
3.6%
Schaeffler India Ltd.
3.4%
Crisil Ltd.
2.9%
The Indian Hotels Company Ltd.
2.9%
Max Healthcare Institute Ltd.
2.8%
Name
Assets
Cholamandalam Investment & Finance Company Ltd.
6.0%
Bharat Electronics Ltd.
4.4%
The Indian Hotels Company Ltd.
4.1%
Balkrishna Industries Ltd.
3.9%
Sundram Fasteners Ltd.
3.7%
Max Healthcare Institute Ltd.
3.7%
Aarti Industries Ltd.
2.9%
Ipca Laboratories Ltd.
2.9%
Persistent Systems Ltd.
2.8%
Hindustan Aeronautics Ltd.
2.7%
-
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.
HDFC Bank
-
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
L&T Emerging Businesses Fund - Direct - Growth
