Home>Mutual Funds>Compare>Compare SBI Magnum MultiCap Fund Direct Growth with Aditya Birla Sun Life Focused Equity Fund Direct Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
SBI Magnum MultiCap Fund Direct Growth
Equity
Multi Cap
3.0 star
INVEST NOW
cancel
Aditya Birla Sun Life Focused Equity Fund Direct Growth
Equity
Focused
3.0 star
INVEST NOW
add_circle_outline
Add a fund
SBI Magnum MultiCap Fund Direct Growth
(18.2%)
Aditya Birla Sun Life Focused Equity Fund Direct Growth
(20.0%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.95% | 1.09% | - |
| NAV | ₹64.2 (22-Jan-2021) | ₹80.6 (22-Jan-2021) | - |
| Fund Started | 04-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹10,518Cr | ₹4,644Cr | - |
Returns
keyboard_arrow_up1Y
18.2%
20.0%
-
3Y
8.2%
9.3%
-
5Y
16.0%
15.6%
-
Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.96%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
-
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 3Y Returns are lower than the category average returns
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.5%
ICICI Bank Ltd.
8.2%
HCL Technologies Ltd.
5.6%
ITC Ltd.
4.3%
Axis Bank Ltd.
3.7%
Tech Mahindra Ltd.
3.7%
Crompton Greaves Consumer Electricals Ltd.
3.5%
Larsen & Toubro Ltd.
3.4%
Hindalco Industries Ltd.
2.9%
Maruti Suzuki India Ltd.
2.8%
Name
Assets
ICICI Bank Ltd.
8.9%
HDFC Bank Ltd.
8.7%
Infosys Ltd.
8.7%
Bharti Airtel Ltd.
5.3%
Ultratech Cement Ltd.
4.0%
Crompton Greaves Consumer Electricals Ltd.
3.7%
HCL Technologies Ltd.
3.7%
Axis Bank Ltd.
3.3%
Hindustan Unilever Ltd.
3.3%
Reliance Industries Ltd.
3.3%
-
Fund Manager
keyboard_arrow_upName
Anup Upadhyay
Mahesh Patil
-
Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
-
Experience
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.
Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services 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.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
23 Dec 1994
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
