Home>Mutual Funds>Compare>Compare SBI Magnum MultiCap Fund Direct Growth with DSP Equity Opportunities Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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SBI Magnum MultiCap Fund Direct Growth
Equity
Multi Cap
3.0 star
INVEST NOW
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DSP Equity Opportunities Direct Plan Growth
Equity
Large & Mid Cap
3.0 star
INVEST NOW
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SBI Magnum MultiCap Fund Direct Growth
(18.2%)
DSP Equity Opportunities Direct Plan Growth
(18.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.95% | 1.00% | - |
| NAV | ₹65.1 (21-Jan-2021) | ₹300.4 (21-Jan-2021) | - |
| Fund Started | 04-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹10,518Cr | ₹5,535Cr | - |
Returns
keyboard_arrow_up1Y
18.2%
18.1%
-
3Y
8.2%
7.6%
-
5Y
16.0%
16.8%
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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. 3Y Returns are higher than the category average returns
3. 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. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
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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
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.
8.3%
Infosys Ltd.
6.4%
HDFC Bank Ltd.
5.7%
Bharti Airtel Ltd.
5.4%
State Bank of India
3.5%
Axis Bank Ltd.
2.7%
Dr. Reddy's Laboratories Ltd.
2.5%
Hindustan Unilever Ltd.
2.2%
Crompton Greaves Consumer Electricals Ltd.
2.1%
Bharat Petroleum Corpn. Ltd.
2.0%
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Fund Manager
keyboard_arrow_upName
Anup Upadhyay
Rohit Singhania
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Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Mr. Singhania is an MMS.
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Experience
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
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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.
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
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Launch Date
29 Jun 1987
16 Dec 1996
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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