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
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
(80.1%)
HDFC Mid Cap Opportunities Direct Plan Growth
(73.8%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.11% | 1.06% | - |
| NAV | ₹135.1 (26-Jul-2021) | ₹91.3 (26-Jul-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹5,593Cr | ₹29,508Cr | - |
Returns
keyboard_arrow_up1Y
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
keyboard_arrow_upPros
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
keyboard_arrow_upTop 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
keyboard_arrow_upTop 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
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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