SBI Magnum Mid Cap Direct Plan Growth
HDFC Mid Cap Opportunities Direct Plan Growth
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SBI Magnum Mid Cap Direct Plan Growth
HDFC Mid Cap Opportunities Direct Plan Growth
| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.20% | 1.16% | - |
| NAV | ₹104.1 (21-Jan-2021) | ₹72.4 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹4,253Cr | ₹24,714Cr | - |
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
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
Holding Analysis
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keyboard_arrow_upMs. Andani is a B.Com (H) and C.A.
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
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.
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.
