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

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
cancelSBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
2.0 star
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cancelHDFC Mid Cap Opportunities Direct Plan GrowthEquity
Mid Cap
3.0 star
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SBI Magnum Mid Cap Direct Plan Growth

(7.9%)

HDFC Mid Cap Opportunities Direct Plan Growth

(4.9%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	1.23%	1.11%	-
NAV	₹80.2 (29-Sep-2020)	₹57.9 (29-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹3,596Cr	₹22,125Cr	-

Returns

1Y
7.9%
4.9%
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3Y
0.2%
1.6%
-
5Y
6.2%
8.9%
-

Pros & Cons

Pros
1. Lower expense ratio - 1.22%
1. Lower expense ratio - 1.12%
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Cons
1. Risk-adjusted returns are lower compared to the category2. 1Y Returns are lower than the category average returns3. 3Y 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 amount2. Risk-adjusted returns are lower compared to the category3. 1Y Returns are lower than the category average returns4. 3Y Returns are lower than the category average returns
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Holding Analysis

Top 5
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Top 20
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-
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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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Top Holdings

Top 10 Holdings
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%
Name
Assets
Balkrishna Industries Ltd.
4.9%
Aarti Industries Ltd.
4.2%
Cholamandalam Investment & Finance Co. Ltd.
3.4%
Trent Ltd.
3.3%
Ipca Laboratories Ltd.
3.2%
Voltas Ltd.
3.0%
Divi's Laboratories Ltd.
3.0%
Sundram Fasteners Ltd.
3.0%
Bharat Electronics Ltd.
2.9%
Atul Ltd.
2.7%
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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.
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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.
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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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3Y Returns
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1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034
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