Compare SBI Magnum Mid Cap Direct Plan Growth vs L&T Midcap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
3.0
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L&T Midcap Fund Direct GrowthEquity
Mid Cap
2.0
INVEST NOW
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SBI Magnum Mid Cap Direct Plan Growth

(11.1%)

L&T Midcap Fund Direct Growth

(-1.5%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	1.01%	0.73%	-
NAV	₹159.8 (29-Sep-2022)	₹224.3 (29-Sep-2022)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹8,043Cr	₹6,674Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.	-

Returns

1Y
11.1%
-1.5%
-
3Y
29.0%
18.1%
-
5Y
14.9%
9.8%
-

Pros & Cons

Pros
1. 1Y category rank: 3, 3Y category rank: 32. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y3. Higher alpha: 3.21
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 4. Lower expense ratio: 1.01%
1. Lower expense ratio: 0.73%
-

Cons
1. Higher AUM: 8043Cr.
Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 6674Cr.
Funds with a higher AUM tend to have lower returns in the future2. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y3. Low rating: 2
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Page Industries Ltd.
5.7%
Tube Investments Of India Ltd.
5.2%
Sheela Foam Ltd.
4.8%
Schaeffler India Ltd.
4.5%
Crisil Ltd.
4.5%
Thermax Ltd.
3.8%
Cholamandalam Investment & Finance Company Ltd.
3.3%
Carborundum Universal Ltd.
3.3%
The Indian Hotels Company Ltd.
2.9%
Max Healthcare Institute Ltd.
2.7%
Name
Assets
Blue Dart Express Ltd.
4.3%
Emami Ltd.
3.8%
Bayer CropScience Ltd.
3.1%
Ratnamani Metals & Tubes Ltd.
3.0%
Ipca Laboratories Ltd.
2.5%
Cummins India Ltd.
2.5%
Crisil Ltd.
2.5%
Bosch Ltd.
2.4%
Cholamandalam Investment & Finance Company Ltd.
2.4%
Sundaram Finance Ltd.
2.3%
-

Fund Manager

Name
Sohini Andani
Venugopal Manghat
-
Education
Ms. Andani is a B.Com (H) and C.A.
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
-
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.
-

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.
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.
-
Launch Date
29 Jun 1987
25 Apr 1996
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Citibank NA
-
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

L&T Midcap Fund Direct Growth

Add a fund

SBI Magnum Mid Cap Direct Plan Growth

L&T Midcap Fund Direct Growth

1. 1Y category rank: 3, 3Y category rank: 3

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

3. Higher alpha: 3.21 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

4. Lower expense ratio: 1.01%

1. Lower expense ratio: 0.73%

1. Higher AUM: 8043Cr. Funds with a higher AUM tend to have lower returns in the future

1. Higher AUM: 6674Cr. Funds with a higher AUM tend to have lower returns in the future

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

3. Low rating: 2

Holding Analysis

Top Holdings

Popular Comparisons