fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » SBI Magnum Multicap Vs Motilal Oswal Multicap 35 Fund

SBI Magnum Multicap Fund vs Motilal Oswal Multicap 35 Fund

Updated on November 18, 2019 , 702 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
₹50.9942 ↑ 0.05   (0.10 %)
₹8,334 on 31 Oct 19
29 Sep 05
Equity
Multi Cap
9
Moderately High
2.31
1.05
-0.21
4.71
Not Available
0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹26.8942 ↑ 0.08   (0.31 %)
₹13,513 on 31 Oct 19
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.79
0.86
-0.15
3.15
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
1.4%
7.6%
7.1%
13.5%
12.9%
11.4%
0%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
0.4%
8.8%
5.2%
9.1%
11.8%
12.8%
19.4%

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 Performance2018
2017
2016
2015
2014
SBI Magnum Multicap Fund
Growth
Fund Details
-5.5%
37%
5.8%
9.8%
56%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
-7.8%
43.1%
8.5%
14.6%
0%

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
Anup Upadhyay - 2.24 Yr.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Abhiroop Mukherjee - 5.18 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
SBI Magnum Multicap Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹11,359
31 Oct 16₹13,349
31 Oct 17₹16,217
31 Oct 18₹15,022
31 Oct 19₹17,587
Growth of 10,000 investment over the years.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹12,520
31 Oct 16₹14,845
31 Oct 17₹18,708
31 Oct 18₹16,666
31 Oct 19₹19,419

Detailed Assets & Holdings Comparison

Asset Allocation
SBI Magnum Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash2.41%
Equity97.59%
Equity Sector Allocation
SectorValue
Financial Services33.3%
Industrials11.15%
Basic Materials10.2%
Consumer Cyclical9.63%
Technology9.09%
Consumer Defensive6.4%
Utility6.36%
Energy4.76%
Health Care3.45%
Communication Services1.91%
Real Estate0.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
9%₹722 Cr5,878,212
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
7%₹559 Cr6,943,712
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹477 Cr11,004,935
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
5%₹365 Cr2,222,074
↑ 308,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
4%₹298 Cr4,356,549
↑ 677,700
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹282 Cr1,911,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 17 | 532702
3%₹241 Cr11,107,079
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
3%₹235 Cr8,693,600
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 13 | MARUTI
3%₹227 Cr337,810
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 18 | 500547
3%₹224 Cr4,758,957
Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash1.02%
Equity98.98%
Equity Sector Allocation
SectorValue
Financial Services45.67%
Consumer Cyclical12.82%
Technology12.69%
Consumer Defensive6.97%
Energy6.23%
Industrials6.17%
Health Care4.29%
Basic Materials3.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
11%₹1,410 Cr11,490,684
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹912 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹856 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹842 Cr14,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹817 Cr5,540,750
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹736 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹672 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
5%₹652 Cr3,300,000
↓ -1,200,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹594 Cr8,909,387
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹557 Cr2,652,616

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.
How helpful was this page ?
Rated 4.5, based on 2 reviews.
POST A COMMENT