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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

SBI Magnum Mid Cap Direct Plan Growth

Equity
Mid Cap
3.0
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ICICI Prudential Midcap Direct Plan Growth

Equity
Mid Cap
2.0
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SBI Magnum Mid Cap Direct Plan Growth

(17.7%)

ICICI Prudential Midcap Direct Plan Growth

(8.4%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹100-
Expense Ratio1.03%1.10%-
NAV₹141.8 (19-May-2022)₹156.8 (19-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹7,136Cr₹3,269Cr-
Exit LoadExit load of 1% if redeemed within 1 yearExit load of 1% if redeemed within 1 year.-
Returns
1Y
17.7%
8.4%
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3Y
24.2%
17.0%
-
5Y
12.6%
11.2%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 7.16%
2. Lower expense ratio: 1.03%
1. 3Y annualised returns higher than category average by 1.78%
2. Lower expense ratio: 1.1%
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Cons
1. Higher AUM: 6828Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
1. 1Y and 5Y annualised returns lower than category average
2. Low rating: 2
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Holding Analysis

Top 5
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Top 20
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-
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P/E
-
-
-
P/B
-
-
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Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Sheela Foam Ltd.
6.6%
Page Industries Ltd.
5.7%
Tube Investments Of India Ltd.
4.4%
Carborundum Universal Ltd.
3.6%
Cholamandalam Investment & Finance Company Ltd.
3.6%
Thermax Ltd.
3.6%
Schaeffler India Ltd.
3.4%
Crisil Ltd.
2.9%
The Indian Hotels Company Ltd.
2.9%
Max Healthcare Institute Ltd.
2.8%
Name
Assets
Persistent Systems Ltd.
4.2%
Max Financial Services Ltd.
4.1%
The Federal Bank Ltd.
3.9%
The Indian Hotels Company Ltd.
3.8%
TVS Motor Company Ltd.
3.2%
Minda Industries Ltd.
2.9%
Alkem Laboratories Ltd.
2.7%
Mphasis Ltd.
2.7%
Fortis Healthcare Ltd.
2.6%
Tata Communications Ltd.
2.6%
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Fund Manager
Name
Sohini Andani
Priyanka Khandelwal
-
Education
Ms. Andani is a B.Com (H) and C.A.
Ms. Khandelwal is Chartered Accountant and Company Secretary
-
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.
She has been Working with ICICI Prudential Mutual Fund Since October 2014.
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About Fund
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.

ICICI Prudential Mutual Fund started their mutual fund on 13/10/1993 and its managing total assets of ₹2,79,369 Cr. Its ranked at 1 as per total assets at end of 30th Sep 2017.

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Launch Date

29 Jun 1987

12 Oct 1993

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Custodian

SBI SG Global Securities Services Pvt.Ltd.

SBI SG Global Securities Services Pvt.Ltd.

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Registrar & Transfer Agent

Cams

Cams

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