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SBI Magnum Mid Cap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
82.30%
1Y return
+1.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹76.38
Min. SIP Amount₹500
Rating2star
Fund Size₹5,592.98 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns82.3%19.8%13.9%20.1%
Category average72.8%17.0%15.6%NA
Rank with in category71016NA
Understand termsinfo

Holdings (59)

NameSectorInstrumentAssets
Sheela Foam Ltd.Consumer DurableEquity5.8%
Page Industries Ltd.TextilesEquity4.2%
Godrej Properties Ltd.ConstructionEquity4.0%
Carborundum Universal Ltd.MetalsEquity3.8%
Gujarat State Petronet Ltd.EnergyEquity3.7%
JK Cement LtdConstructionEquity3.6%
Coromandel International Ltd.ChemicalsEquity3.2%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.2%
The Ramco Cements Ltd.ConstructionEquity3.2%
Thermax Ltd.EngineeringEquity3.1%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 1.11%
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • 5Y Returns are lower than the category average returns
  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount

Expense ratio, exit load and tax

Expense ratio: 1.11%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Sohini Andani
Jan 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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