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 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 (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.
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.
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 Basics NAV 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 ₹109.042 ↑ 0.81 (0.75 %) ₹22,011 on 31 Aug 25 29 Sep 05 ☆☆☆☆ Equity Multi Cap 9 Moderately High 1.67 -0.79 -0.72 -2.09 Not Available 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL) Motilal Oswal Multicap 35 Fund
Growth
Fund Details ₹60.9374 ↑ 0.50 (0.83 %) ₹13,679 on 31 Aug 25 28 Apr 14 ☆☆☆☆☆ Equity Multi Cap 5 Moderately High 1.77 -0.06 0.79 9.76 Not Available 0-1 Years (1%),1 Years and above(NIL)
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 Performance 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since launch SBI Magnum Multicap Fund
Growth
Fund Details 1.6% -0.6% 9% -4.6% 13.5% 18.2% 0% Motilal Oswal Multicap 35 Fund
Growth
Fund Details -2.8% -4.2% 8.7% -2.7% 22.3% 19.1% 17.1%
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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 Performance 2024 2023 2022 2021 2020 SBI Magnum Multicap Fund
Growth
Fund Details 14.2% 22.8% 0.7% 30.8% 13.6% Motilal Oswal Multicap 35 Fund
Growth
Fund Details 45.7% 31% -3% 15.3% 10.3%
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 Details Min SIP Investment Min Investment Fund Manager SBI Magnum Multicap Fund
Growth
Fund Details ₹500 ₹1,000 Anup Upadhyay - 0.75 Yr. Motilal Oswal Multicap 35 Fund
Growth
Fund Details ₹500 ₹5,000 Ajay Khandelwal - 0.92 Yr.
SBI Magnum Multicap Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,284 30 Sep 22 ₹15,984 30 Sep 23 ₹18,406 30 Sep 24 ₹24,493 30 Sep 25 ₹23,218 Motilal Oswal Multicap 35 Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹14,224 30 Sep 22 ₹13,477 30 Sep 23 ₹15,455 30 Sep 24 ₹25,165 30 Sep 25 ₹23,797
SBI Magnum Multicap Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Equity Sector Allocation
Sector Value Financial Services 37.52% Consumer Cyclical 13.12% Basic Materials 11.85% Industrials 10.62% Technology 6.42% Communication Services 5.45% Energy 4.89% Consumer Defensive 2.1% Health Care 1.95% Utility 1.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,787 Cr 18,779,308 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK7% ₹1,600 Cr 11,444,355 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK5% ₹1,186 Cr 6,047,757
↓ -211,743 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹1,077 Cr 7,934,540 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI5% ₹997 Cr 674,058 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT4% ₹935 Cr 2,596,034 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹844 Cr 4,470,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE3% ₹721 Cr 8,215,850 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY3% ₹624 Cr 4,243,400
↑ 1,350,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹609 Cr 1,078,166 Motilal Oswal Multicap 35 Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Equity Sector Allocation
Sector Value Technology 32.01% Consumer Cyclical 25.1% Industrials 20.77% Financial Services 9.8% Utility 6.17% Communication Services 2.9% Health Care 1.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB10% ₹1,418 Cr 2,000,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,379 Cr 8,000,000
↓ -5,911 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 25 | DIXON10% ₹1,335 Cr 800,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,326 Cr 2,500,000
↑ 200,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT10% ₹1,325 Cr 2,500,000
↑ 500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433208% ₹1,099 Cr 35,000,000
↑ 32,866,603 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹1,008 Cr 20,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER6% ₹868 Cr 12,500,000
↓ -999,862 Siemens Energy India Ltd (Utilities)
Equity, Since 30 Jun 25 | ENRIN6% ₹844 Cr 2,500,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN6% ₹835 Cr 5,877,500
↑ 877,500
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.