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Home>Mutual Funds>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
2.0star
INVEST NOW
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HDFC Mid Cap Opportunities Direct Plan Growth
Equity
Mid Cap
3.0star
INVEST NOW
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SBI Magnum Mid Cap Direct Plan Growth
(81.8%)
HDFC Mid Cap Opportunities Direct Plan Growth
(71.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.09% | 1.00% | - |
| NAV | ₹147.6 (27-Oct-2021) | ₹100.3 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹6,252Cr | ₹31,752Cr | - |
Returns
keyboard_arrow_up1Y
81.8%
71.9%
-
3Y
29.7%
24.5%
-
5Y
14.8%
16.2%
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Pros & Cons
keyboard_arrow_upPros
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.09%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1%
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Cons
1. Higher AUM: 6251Cr. Funds with a higher AUM tend to have lower returns in the future
2. Low rating: 2
3. 5Y annualised returns lower than category average by 0.91%
1. Higher AUM: 31751Cr. Funds with a higher AUM tend to have lower returns in the future
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
-
-
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Equity
-
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Cash
-
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Sheela Foam Ltd.
5.5%
Carborundum Universal Ltd.
4.6%
Godrej Properties Ltd.
4.3%
Page Industries Ltd.
4.1%
Tube Investments Of India Ltd.
3.9%
JK Cement Ltd
3.5%
Gujarat State Petronet Ltd.
3.1%
Cholamandalam Investment & Finance Company Ltd.
3.1%
Schaeffler India Ltd.
2.9%
Sona BLW Precision Forgings Ltd.
2.8%
Name
Assets
Balkrishna Industries Ltd.
5.3%
Cholamandalam Investment & Finance Company Ltd.
5.0%
Bharat Electronics Ltd.
4.4%
Aarti Industries Ltd.
4.1%
Sundram Fasteners Ltd.
4.0%
Max Financial Services Ltd.
3.1%
Ipca Laboratories Ltd.
3.1%
Max Healthcare Institute Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
2.9%
The Indian Hotels Company Ltd.
2.4%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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