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
3.0
ICICI Prudential Midcap Direct Plan GrowthEquity
Mid Cap
2.0
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SBI Magnum Mid Cap Direct Plan Growth

(27.9%)

ICICI Prudential Midcap Direct Plan Growth

(38.1%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.79%
1.06%
-
NAV
₹268.2 (12-Dec-2024)
₹331.1 (12-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹22,338Cr
₹6,778Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
-

Returns

1Y
27.9%
38.1%
-
3Y
20.2%
22.6%
-
5Y
29.0%
27.2%
-

Pros & Cons

Pros
1.5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.79%
1.Lower expense ratio: 1.06%2.Consistently higher annualised returns than category average for the past 1Y and 3Y
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
1.5Y and 10Y annualised returns lower than category average2.Low rating: 2
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Crisil Ltd.
4.1%
Torrent Power Ltd.
4.0%
Sundaram Finance Ltd.
3.3%
Voltas Ltd.
3.1%
Thermax Ltd.
2.8%
Coromandel International Ltd.
2.7%
K.P.R. Mill Ltd.
2.6%
Max Healthcare Institute Ltd.
2.6%
Bajaj Finance Ltd.
2.6%
The Federal Bank Ltd.
2.6%
Name
Assets
Info Edge (India) Ltd.
4.4%
The Phoenix Mills Ltd.
3.5%
Jindal Stainless Ltd.
3.3%
Jindal Steel & Power Ltd.
3.1%
Godrej Properties Ltd.
3.0%
Prestige Estates Projects Ltd.
2.9%
Muthoot Finance Ltd.
2.9%
APL Apollo Tubes Ltd.
2.7%
Kei Industries Ltd.
2.5%
Affle (India) Ltd.
2.5%
-

Fund Manager

Name
Bhavin Vithlani
Lalit Kumar
-
Education
Mr. Vithlani is a MMS (Finance)
Mr. Kumar is a PGDM (IIM) and B.Tech in Electrical Engineering (IIT).
-
Experience
Prior to joining SBI Mutaul Fund, he has worked with Axis Capital Limited and Tower Capital & Securities Private Limited.
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.
-

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.
-
Launch Date
29 Jun 1987
12 Oct 1993
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

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