search
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
SBI Magnum Mid Cap Direct Plan Growth
Equity
Mid Cap
2.0star
INVEST NOW
cancel
L&T Midcap Fund Direct Growth
Equity
Mid Cap
2.0star
INVEST NOW
add_circle_outline
Add a fund
SBI Magnum Mid Cap Direct Plan Growth
(81.8%)
L&T Midcap Fund Direct Growth
(55.0%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.09% | 0.70% | - |
| NAV | ₹147.6 (27-Oct-2021) | ₹230.0 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹6,252Cr | ₹7,082Cr | - |
Returns
keyboard_arrow_up1Y
81.8%
55.0%
-
3Y
29.7%
21.2%
-
5Y
14.8%
15.9%
-
Pros & Cons
keyboard_arrow_upPros
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.09%
1. 3Y annualised returns higher than category average by 4.01%
2. Lower expense ratio: 0.7%
-
Cons
1. Higher AUM: 6251Cr. Funds with a higher AUM tend to have lower returns in the future
2. Low rating: 2
3. 5Y annualised returns lower than category average by 0.91%
1. Higher AUM: 7081Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Sheela Foam Ltd.
5.5%
Carborundum Universal Ltd.
4.6%
Godrej Properties Ltd.
4.3%
Page Industries Ltd.
4.1%
Tube Investments Of India Ltd.
3.9%
JK Cement Ltd
3.5%
Gujarat State Petronet Ltd.
3.1%
Cholamandalam Investment & Finance Company Ltd.
3.1%
Schaeffler India Ltd.
2.9%
Sona BLW Precision Forgings Ltd.
2.8%
Name
Assets
Mphasis Ltd.
6.0%
Emami Ltd.
5.0%
Godrej Properties Ltd.
3.3%
Ipca Laboratories Ltd.
3.2%
Bayer CropScience Ltd.
3.2%
Blue Dart Express Ltd.
2.9%
Ratnamani Metals & Tubes Ltd.
2.8%
Cummins India Ltd.
2.7%
Sundaram Finance Ltd.
2.6%
Birlasoft Ltd.
2.6%
-
Fund Manager
keyboard_arrow_upName
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
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.
-
Launch Date
29 Jun 1987
03 Jan 1997
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
