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

(31.3%)

HDFC Mid Cap Opportunities Direct Plan Growth

(22.2%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.20%1.16%-
NAV₹104.1 (21-Jan-2021)₹72.4 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹4,253Cr₹24,714Cr-
Returns
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1Y
31.3%
22.2%
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3Y
4.8%
4.9%
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5Y
12.7%
15.5%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.23%
2. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 1.11%
2. 5Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
2. 3Y Returns are lower than the category average returns
3. 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
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
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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
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Cholamandalam Investment & Finance Co. Ltd.
6.3%
Sheela Foam Ltd.
5.8%
Godrej Properties Ltd.
5.7%
Coromandel International Ltd.
4.0%
PI Industries Ltd.
3.9%
The Ramco Cements Ltd.
3.8%
Page Industries Ltd.
3.6%
JK Cement Ltd
3.6%
Carborundum Universal Ltd.
3.4%
Gujarat State Petronet Ltd.
3.3%
Name
Assets
Balkrishna Industries Ltd.
5.6%
Cholamandalam Investment & Finance Co. Ltd.
5.3%
Aarti Industries Ltd.
3.9%
Ipca Laboratories Ltd.
3.3%
Sundram Fasteners Ltd.
3.1%
Voltas Ltd.
3.1%
Bharat Electronics Ltd.
2.8%
Atul Ltd.
2.7%
Max Financial Services Ltd.
2.6%
City Union Bank Ltd.
2.5%
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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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