SBI Magnum Mid Cap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
24.44%
3Y annualised
-1.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Feb 2024₹125.20
Min. SIP amount₹500
Rating4
Fund size₹15,957.21Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.2%24.4%24.8%20.3%
Category average50.8%24.2%22.9%NA
Rank with in category35169NA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
ServicesEquity3.59%
AutomobileEquity3.42%
EnergyEquity3.37%
FinancialEquity3.33%
Capital GoodsEquity3.19%
Capital GoodsEquity3.01%
ServicesEquity2.68%
Consumer DiscretionaryEquity2.39%
Metals & MiningEquity2.34%
ChemicalsEquity2.30%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 12.6%
Higher alpha: 2.63 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Lower expense ratio: 0.83%

Expense ratio, exit load and tax

Expense ratio: 0.83%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Sohini Andani
Jan 2013 - Present
View details

Education
Ms. Andani is a B.Com (H) and C.A.
Experience
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.
Also manages these schemes

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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