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
(31.3%)
L&T Midcap Fund Direct Growth
(17.6%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.20% | 0.77% | - |
| NAV | ₹104.1 (21-Jan-2021) | ₹174.1 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹4,253Cr | ₹6,183Cr | - |
Returns
keyboard_arrow_up1Y
31.3%
17.6%
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3Y
4.8%
3.0%
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5Y
12.7%
15.7%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 1.23%
2. 1Y Returns are higher than the category average returns
1. Lower expense ratio - 0.74%
2. 5Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
2. 3Y Returns are lower than the category average returns
3. 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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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Cholamandalam Investment & Finance Co. Ltd.
6.3%
Sheela Foam Ltd.
5.8%
Godrej Properties Ltd.
5.7%
Coromandel International Ltd.
4.0%
PI Industries Ltd.
3.9%
The Ramco Cements Ltd.
3.8%
Page Industries Ltd.
3.6%
JK Cement Ltd
3.6%
Carborundum Universal Ltd.
3.4%
Gujarat State Petronet Ltd.
3.3%
Name
Assets
Emami Ltd.
4.3%
Mphasis Ltd.
3.7%
Ipca Laboratories Ltd.
3.6%
Bayer CropScience Ltd.
3.4%
Syngene International Ltd.
3.3%
Ratnamani Metals & Tubes Ltd.
2.7%
Atul Ltd.
2.6%
Affle (India) Ltd.
2.6%
The Ramco Cements Ltd.
2.5%
Coromandel International Ltd.
2.5%
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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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