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Fincash » SBI Magnum Multicap Vs Motilal Oswal Multicap 35 Fund

SBI Magnum Multicap Fund vs Motilal Oswal Multicap 35 Fund

Updated on May 13, 2024 , 2095 views

There are numerous differences between SBI Magnum Multicap Fund and Motilal Oswal Multicap 35 Fund. These differences exist in spite both the scheme form part of the same category, that is, diversified Equity Fund. Diversified Funds, in short, can be described as the Mutual Fund schemes that invest in shares belonging to all Market cap categories, that is, large-cap, mid-cap, and small cap stocks. These schemes use a value or growth Investing strategy through which they invest in stocks of companies that are priced lower in comparison to their valuation, Earnings, cash flows, and other parameters. Diversified schemes generally invest around 40-60% of its corpus in large-cap stocks, 10-40% in mid-cap stocks, and a maximum of 10% in small-cap stocks. So, let’s understand the differences SBI Magnum Multicap Fund and Motilal Oswal Multicap 35 Fund through this article.

SBI Magnum Multicap Fund

SBI Magnum Multicap Fund is an open-ended diversified fund managed by SBI Mutual Fund. This scheme is suitable for individuals looking for Capital growth and having a long-tenure of investment. This scheme was launched in the month of September 2005 and uses S&P BSE 500 Index as its base to build its Portfolio. As on March 31, 2018, some of the top holdings of SBI Magnum Multicap Fund included HDFC Bank Limited, Indian Oil Corporation Limited, ITC Limited, Kotak Mahindra Bank Limited, and Maruti Suzuki India Limited. The fund manager managing SBI Magnum Multicap Fund is Mr. Anup Upadhyay. Based on the Asset Allocation objectives of the scheme, it invests around 70-100% of its corpus in equity and equity-related instruments. It also invests a certain portion of its fund money in fixed Income and money market securities.

Motilal Oswal Multicap 35 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

Motilal Oswal Multicap 35 Fund (earlier known as Motilal Oswal MOSt Focused Multicap 35 Fund) is a part of Motilal Oswal Mutual Fund. This scheme was incepted on April 28, 2014. It uses Nifty 500 TRI Index as its benchmark to construct its portfolio. The scheme is managed by multiple individuals, namely, Mr. Gautam Sinha Roy, Mr. Swapnil Mayekar, Mr. Abhiroop Mukherjee, and Mr. Siddharth Bothra. The objective of Motilal Oswal Multicap 35 Fund is to attain capital appreciation in the long-term tenure by investing in equity and equity-related instruments belonging to various sectors and market capitalization levels. However, it’s investments are limited to a maximum of 35 instruments at a given point in time. The level of risk of Motilal Oswal Multicap 35 Fund is moderately high.

SBI Magnum Multicap Fund Vs Motilal Oswal Multicap 35 Fund

Though both the schemes belong to the same category of diversified funds, they differ on account of numerous parameters. So, let’s understand the differences between SBI Magnum Multicap Fund Vs Motilal Oswal Multicap 35 Fund by analysing these parameters that are divided into four sections, that are as follows.

Basics Section

It is the first section in the comparison of the schemes that includes parameters such as current NAV, Fincash Rating, and scheme category. The comparison of Fincash Rating shows that MOMFM 35 Fund is rated as 5-Star scheme, while SBI Magnum Multicap Fund is rated as 4-Star scheme. There also exists a difference in the NAV of both the schemes. As on April 24, 2018, the NAV of Motilal Oswal’s scheme was approximately INR 27 while of SBI Mutual Fund’s scheme was nearly INR 48. With respect to the scheme category, it can be said that both the schemes belong to the same category of Equity Diversified. The comparison of the basics section is summarized as shown in the table given below.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
SBI Magnum Multicap Fund
Growth
Fund Details
₹98.8268 ↑ 0.40   (0.40 %)
₹20,283 on 31 Mar 24
29 Sep 05
Equity
Multi Cap
9
Moderately High
1.75
2.16
-1.08
-3.5
Not Available
0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹50.9483 ↑ 0.58   (1.15 %)
₹9,660 on 31 Mar 24
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.41
5.58
-0.56
24.89
Not Available
0-1 Years (1%),1 Years and above(NIL)

Performance Section

In this section, the Compounded Annual Growth Rate or CAGR returns for various time intervals are compared. These time intervals include 6 Month Return, 1 Year Return, 5 Year Return, and Return since Inception. The comparison of performance section shows that, in most of the time instances, Motilal Oswal Multicap 35 Fund leads the race. The summary comparison of the performance section is tabulated as follows.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
SBI Magnum Multicap Fund
Growth
Fund Details
1.3%
3.4%
14.6%
25.1%
15.8%
16.1%
0%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
2.9%
9.7%
23.4%
50.1%
17.6%
15.1%
17.5%

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Yearly Performance Section

The comparison of absolute returns for a particular year generated by both the schemes is compared in the yearly performance section. This comparison of yearly performance section also shows that Motilal Oswal Multicap 35 Fund has performed better as compared to yearly performance section.

Parameters
Yearly Performance2023
2022
2021
2020
2019
SBI Magnum Multicap Fund
Growth
Fund Details
22.8%
0.7%
30.8%
13.6%
11%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
31%
-3%
15.3%
10.3%
7.9%

Other Details Section

AUM, minimum SIP and lumpsum investment, and exit load are some of the components that form part of the other details section. With respect to the AUM, it can be said that there is a significant difference between the AUM of both the schemes. As on March 31, 2018, the AUM of SBI Mutual Fund’s scheme was approximately INR 4,704 Crores while of Motilal Oswal Mutual Fund’s scheme was approximately INR 12,213 Crores. The minimum SIP and lumpsum investment are also different for both the schemes. With respect to SBI Magnum Multicap Fund, the minimum SIP amount is INR 500 while the lumpsum amount is INR 1,000. On the other hand, in case of Motilal Oswal Multicap 35 Fund the SIP amount is INR 1,000 and lumpsum amount is INR 5,000 respectively. Even, there is a difference in the exit load of both the schemes. The comparison of other details section is summarized in the table given below.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
SBI Magnum Multicap Fund
Growth
Fund Details
₹500
₹1,000
R. Srinivasan - 2.25 Yr.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Niket Shah - 1.75 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
SBI Magnum Multicap Fund
Growth
Fund Details
DateValue
30 Apr 19₹10,000
30 Apr 20₹8,523
30 Apr 21₹12,863
30 Apr 22₹15,148
30 Apr 23₹15,770
30 Apr 24₹20,403
Growth of 10,000 investment over the years.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
30 Apr 19₹10,000
30 Apr 20₹8,445
30 Apr 21₹11,906
30 Apr 22₹12,412
30 Apr 23₹12,598
30 Apr 24₹19,354

Detailed Assets & Holdings Comparison

Asset Allocation
SBI Magnum Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash4.23%
Equity95.77%
Equity Sector Allocation
SectorValue
Financial Services27.59%
Consumer Cyclical14.96%
Industrials11.85%
Technology8.01%
Energy7.59%
Basic Materials5.89%
Consumer Defensive5.85%
Health Care5.31%
Communication Services4.68%
Utility3.02%
Real Estate1.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹1,231 Cr4,143,270
↑ 600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹1,155 Cr10,560,055
↓ -3,550,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
5%₹1,101 Cr6,164,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹723 Cr4,825,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
3%₹590 Cr4,075,354
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH
3%₹550 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
2%₹478 Cr1,271,034
↓ -270,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
2%₹461 Cr3,750,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
2%₹455 Cr2,370,000
Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 543334
2%₹389 Cr12,710,062
Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash4.72%
Equity95.28%
Equity Sector Allocation
SectorValue
Industrials23.95%
Consumer Cyclical23.82%
Financial Services21.63%
Technology15.05%
Communication Services3.97%
Real Estate3.54%
Basic Materials2.2%
Health Care1.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
12%₹1,201 Cr33,948,685
↓ -3,551,315
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
9%₹876 Cr2,198,006
↑ 106,184
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 540762
8%₹794 Cr2,125,000
↓ -174,657
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543278
6%₹620 Cr14,500,000
↑ 552,035
Coforge Ltd (Technology)
Equity, Since 31 May 23 | 532541
6%₹578 Cr1,050,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | 542652
6%₹557 Cr1,100,000
↑ 100,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
6%₹546 Cr30,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
4%₹434 Cr3,750,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Mar 24 | 534816
4%₹383 Cr13,158,660
↑ 13,158,660
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | 533274
4%₹342 Cr2,925,000
↑ 425,000

Therefore, based on the above pointers, it can be concluded that both the schemes differ due to numerous parameters. Resultantly, individuals should pay due attention to the schemes in which they are trying to invest their money. They should check whether the said scheme matches their investment objective or not. In addition, individuals, if required, can also consult an opinion of a financial advisor. This will help them to attain their objectives on time and in a hassle-free manner.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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