Compare SBI Magnum Mid Cap Direct Plan Growth vs ICICI Prudential Midcap Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
5.0
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ICICI Prudential Midcap Direct Plan GrowthEquity
Mid Cap
3.0
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SBI Magnum Mid Cap Direct Plan Growth

(24.8%)

ICICI Prudential Midcap Direct Plan Growth

(20.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.89%	1.10%	-
NAV	₹199.5 (29-Sep-2023)	₹214.3 (29-Sep-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹12,555Cr	₹4,317Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	Exit load of 1% if redeemed within 1 year.	-

Returns

1Y
24.8%
20.4%
-
3Y
35.5%
29.1%
-
5Y
22.5%
17.4%
-

Pros & Cons

Pros
1. 3Y, 5Y and 10Y annualised returns higher than category average2. Higher alpha: 5.15
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 3. Lower expense ratio: 0.89%
1. Lower expense ratio: 1.1%2. 10Y annualised returns higher than category average by 1.16%
-

Cons
1. 1Y annualised returns lower than category average by 2.7%
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
Crisil Ltd.
4.4%
Schaeffler India Ltd.
4.0%
Thermax Ltd.
3.4%
Coromandel International Ltd.
3.3%
Tube Investments Of India Ltd.
3.2%
Page Industries Ltd.
3.1%
The Indian Hotels Company Ltd.
2.9%
Sundaram Finance Ltd.
2.9%
Carborundum Universal Ltd.
2.8%
Torrent Power Ltd.
2.7%
Name
Assets
Lupin Ltd.
3.8%
Hindustan Petroleum Corporation Ltd.
3.8%
Balkrishna Industries Ltd.
3.6%
Jindal Steel & Power Ltd.
3.6%
The Phoenix Mills Ltd.
2.9%
UNO Minda Ltd.
2.9%
TVS Motor Company Ltd.
2.8%
AIA Engineering Ltd.
2.8%
Affle (India) Ltd.
2.6%
Jindal Stainless Ltd.
2.6%
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Fund Manager

Name
Sohini Andani
Lalit Kumar
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Kumar is a PGDM (IIM) and B.Tech in Electrical Engineering (IIT).
-
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 ICICI Prudential Mutual Fund, he has worked with East Bridge Advisors Pvt. Ltd, Nomura Financial Advisory & Securities, Merrill Lynch and Cypress Semiconductors.
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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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Compare Funds

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

SBI Magnum Mid Cap Direct Plan Growth

ICICI Prudential Midcap Direct Plan Growth

Add a fund

SBI Magnum Mid Cap Direct Plan Growth

ICICI Prudential Midcap Direct Plan Growth

1. 3Y, 5Y and 10Y annualised returns higher than category average

2. Higher alpha: 5.15 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

3. Lower expense ratio: 0.89%

1. Lower expense ratio: 1.1%

2. 10Y annualised returns higher than category average by 1.16%

1. 1Y annualised returns lower than category average by 2.7%

1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Holding Analysis

Top Holdings

Popular Comparisons