Home>Mutual Funds>Compare>Compare SBI Magnum Mid Cap Direct Plan Growth with L&T Midcap Fund Direct 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
2.0 star
INVEST NOW
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L&T Midcap Fund Direct Growth
Equity
Mid Cap
3.0 star
INVEST NOW
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SBI Magnum Mid Cap Direct Plan Growth
(101.3%)
L&T Midcap Fund Direct Growth
(73.5%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.17% | 0.77% | - |
| NAV | ₹118.9 (09-Apr-2021) | ₹192.2 (09-Apr-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹4,887Cr | ₹6,428Cr | - |
Returns
keyboard_arrow_up1Y
101.3%
73.5%
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3Y
11.4%
8.6%
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5Y
14.5%
17.6%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 1.2%
2. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 0.79%
2. 5Y Returns are higher than the category average returns
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Cons
1. 5Y Returns are lower than the category average returns
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
3. 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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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Sheela Foam Ltd.
6.6%
Cholamandalam Investment & Finance Co. Ltd.
6.5%
Godrej Properties Ltd.
5.8%
Carborundum Universal Ltd.
4.3%
JK Cement Ltd
4.1%
Page Industries Ltd.
3.8%
The Ramco Cements Ltd.
3.5%
PI Industries Ltd.
3.3%
Thermax Ltd.
3.3%
Coromandel International Ltd.
3.2%
Name
Assets
Mphasis Ltd.
4.6%
Emami Ltd.
4.5%
Bayer CropScience Ltd.
3.4%
Sundaram Finance Ltd.
3.2%
Syngene International Ltd.
3.1%
Ipca Laboratories Ltd.
3.0%
Ratnamani Metals & Tubes Ltd.
3.0%
Godrej Properties Ltd.
2.9%
The Ramco Cements Ltd.
2.7%
Supreme Industries Ltd.
2.7%
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Fund Manager
keyboard_arrow_upName
Sohini Andani
Venugopal Manghat
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Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
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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 L&T Mutual Fund he has worked with Tata Asset Management Ltd.
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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.
L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.
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Launch Date
29 Jun 1987
03 Jan 1997
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Custodian
SBI SG Global Securities Services Pvt.Ltd.
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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