Home>Mutual Funds>Compare>Compare SBI Magnum Mid Cap Direct Plan Growth with HDFC Mid Cap Opportunities Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Magnum Mid Cap Direct Plan Growth

Equity
Mid Cap
2.0 star
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HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
3.0 star
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SBI Magnum Mid Cap Direct Plan Growth

(101.3%)

HDFC Mid Cap Opportunities Direct Plan Growth

(85.0%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.17%1.04%-
NAV₹118.9 (09-Apr-2021)₹80.3 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹4,887Cr₹26,471Cr-
Returns
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1Y
101.3%
85.0%
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3Y
11.4%
9.6%
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5Y
14.5%
16.7%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.2%
2. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 1.08%
2. 5Y Returns are higher than the category average returns
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Cons
1. 5Y Returns are lower than the category average returns
1. 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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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
Sheela Foam Ltd.
6.6%
Cholamandalam Investment & Finance Co. Ltd.
6.5%
Godrej Properties Ltd.
5.8%
Carborundum Universal Ltd.
4.3%
JK Cement Ltd
4.1%
Page Industries Ltd.
3.8%
The Ramco Cements Ltd.
3.5%
PI Industries Ltd.
3.3%
Thermax Ltd.
3.3%
Coromandel International Ltd.
3.2%
Name
Assets
Cholamandalam Investment & Finance Co. Ltd.
6.1%
Balkrishna Industries Ltd.
4.5%
Sundram Fasteners Ltd.
3.9%
Aarti Industries Ltd.
3.5%
Voltas Ltd.
3.2%
Max Financial Services Ltd.
3.2%
Bharat Electronics Ltd.
3.2%
Crompton Greaves Consumer Electricals Ltd.
2.8%
Ipca Laboratories Ltd.
2.6%
Atul Ltd.
2.6%
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Fund Manager
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Name
Sohini Andani
Chirag Setalvad
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Education

Ms. Andani is a B.Com (H) and C.A.

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.

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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.

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About Fund
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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.

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Launch Date
29 Jun 1987
30 Jun 2000
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Custodian
SBI SG Global Securities Services Pvt.Ltd.
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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