Compare SBI Midcap Fund vs Motilal Oswal Midcap Fund
SBI Midcap Fund
Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
2.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.82
1.71
NAV
₹275.04
₹113.80
Fund Started
21 Feb 2005
03 Feb 2014
Fund Size
₹24126.69 Cr
₹37473.87 Cr
Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
4.29%
-2.56%
3 Year
12.48%
18.86%
5 Year
14.49%
21.64%
Equity
98.04%
97.11%
Cash
0.81%
2.89%
Top 10 Holdings
Torrent Power Ltd. | 2.93% |
Bharat Heavy Electricals Ltd. | 2.92% |
Crisil Ltd. | 2.86% |
Adani Energy Solutions Ltd. | 2.84% |
AIA Engineering Ltd. | 2.74% |
Biocon Ltd. | 2.70% |
ICICI Lombard General Insurance Company Ltd. | 2.67% |
Grindwell Norton Ltd. | 2.63% |
Shree Cement Ltd. | 2.62% |
Supreme Industries Ltd. | 2.62% |
One97 Communications Ltd. | 7.34% |
Kalyan Jewellers India Ltd. | 6.34% |
Coforge Ltd. | 6.04% |
Eternal Ltd. | 5.96% |
Kei Industries Ltd. | 5.61% |
Aditya Birla Capital Ltd. | 5.49% |
Persistent Systems Ltd. | 4.59% |
Billionbrains Garage Ventures Ltd. | 4.56% |
Shriram Finance Ltd | 3.78% |
BSE Ltd. | 3.61% |
Name
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Start Date
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Description
The scheme aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of Midcap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
21 Feb 2005
03 Feb 2014
