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
2.0star
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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

(80.1%)

HDFC Mid Cap Opportunities Direct Plan Growth

(73.8%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.11%1.06%-
NAV₹135.1 (26-Jul-2021)₹91.3 (26-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,593Cr₹29,508Cr-
Returns
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1Y
80.1%
73.8%
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3Y
20.3%
15.3%
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5Y
14.3%
16.1%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.11%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. Lower expense ratio - 1.06%
2. 5Y Returns are higher than the category average returns
3. 1Y Returns are higher than the category average returns
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Cons
1. 5Y Returns are lower than the category average returns
2. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 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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Turnover
-
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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
Sheela Foam Ltd.
5.8%
Page Industries Ltd.
4.2%
Godrej Properties Ltd.
4.0%
Carborundum Universal Ltd.
3.8%
Gujarat State Petronet Ltd.
3.7%
JK Cement Ltd
3.6%
Coromandel International Ltd.
3.2%
Cholamandalam Investment & Finance Company Ltd.
3.2%
The Ramco Cements Ltd.
3.2%
Thermax Ltd.
3.1%
Name
Assets
Balkrishna Industries Ltd.
5.7%
Cholamandalam Investment & Finance Company Ltd.
5.3%
Aarti Industries Ltd.
4.2%
Sundram Fasteners Ltd.
3.9%
Bharat Electronics Ltd.
3.7%
Max Financial Services Ltd.
3.5%
Atul Ltd.
2.9%
Crompton Greaves Consumer Electricals Ltd.
2.8%
Ipca Laboratories Ltd.
2.6%
Carborundum Universal Ltd.
2.1%
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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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