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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 July 9, 2020 , 1067 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
₹44.4343 ↓ -0.31   (-0.70 %)
₹7,912 on 30 Apr 20
29 Sep 05
Equity
Multi Cap
9
Moderately High
2.31
-0.46
-0.14
0.59
Not Available
0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹24.2692 ↓ -0.01   (-0.04 %)
₹10,237 on 30 Apr 20
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.79
-0.47
-0.45
0.46
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
4.2%
13%
-14%
-8.6%
0.9%
6.2%
0%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
9.1%
17.7%
-10.3%
-5.2%
0%
6.3%
15.4%

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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 Performance2019
2018
2017
2016
2015
SBI Magnum Multicap Fund
Growth
Fund Details
11%
-5.5%
37%
5.8%
9.8%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
7.9%
-7.8%
43.1%
8.5%
14.6%

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 - 3.41 Yr.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Abhiroop Mukherjee - 6.18 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
SBI Magnum Multicap Fund
Growth
Fund Details
DateValue
30 Jun 15₹10,000
30 Jun 16₹11,013
30 Jun 17₹13,109
30 Jun 18₹14,286
30 Jun 19₹15,573
30 Jun 20₹13,398
Growth of 10,000 investment over the years.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
30 Jun 15₹10,000
30 Jun 16₹10,354
30 Jun 17₹13,503
30 Jun 18₹14,715
30 Jun 19₹15,098
30 Jun 20₹13,088

Detailed Assets & Holdings Comparison

Asset Allocation
SBI Magnum Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash5.5%
Equity94.5%
Equity Sector Allocation
SectorValue
Financial Services27.95%
Technology10.04%
Consumer Cyclical9.38%
Consumer Defensive9.34%
Basic Materials9.05%
Health Care6.78%
Utility6.57%
Industrials6.34%
Energy5.06%
Communication Services3.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
9%₹683 Cr7,179,442
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS
6%₹495 Cr2,511,900
↑ 114,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹469 Cr14,135,935
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | ITC
5%₹394 Cr19,974,217
Treps
CBLO/Reverse Repo | -
4%₹316 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
4%₹310 Cr5,611,176
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
4%₹290 Cr5,273,981
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
3%₹272 Cr2,222,074
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹268 Cr2,875,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
3%₹257 Cr6,674,049
Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash1.59%
Equity98.41%
Equity Sector Allocation
SectorValue
Financial Services36.61%
Consumer Cyclical16.1%
Consumer Defensive13.17%
Technology11.48%
Energy9.65%
Communication Services5.79%
Basic Materials4.11%
Health Care1.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
9%₹856 Cr9,000,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹785 Cr15,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹615 Cr4,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹569 Cr10,300,000
↑ 10,300,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹567 Cr8,200,000
↓ -800,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
6%₹562 Cr2,849,000
↓ -351,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
6%₹561 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹547 Cr3,300,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
5%₹495 Cr8,325,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
5%₹488 Cr295,000

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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