Name: SBI Magnum Mid Cap Direct Plan IDCW
Brand: SBI Mutual Fund

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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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 consCategory: Equity Mid Cap
ProsLower expense ratio - 1.11%
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
Cons5Y 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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.11%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementSohini Andani
Jan 2013 - Present
View Details
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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
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SBI Magnum Mid Cap Direct Plan IDCW
SBI Magnum Mid Cap Direct Plan Growth
SBI Banking & Financial Services Fund Direct IDCW
SBI Banking & Financial Services Fund Regular Growth
SBI Banking & Financial Services Fund Direct Growth
SBI Banking & Financial Services Fund Regular IDCW
Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Magnum Mid Cap Direct Plan IDCW is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 
SBI Magnum Mid Cap Direct Plan IDCW is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Sohini Andani is the Current Fund Manager of SBI Magnum Mid Cap Direct Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 29 Jul 2021 is ₹76.38.
The SBI Magnum Mid Cap Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year...Read more
Investment Objective
The scheme aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing 
The scheme aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of Midcap companies.
...Read more
Fund benchmarkNIFTY Midcap 150 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	82.3%	19.8%	13.9%	20.1%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	7	10	16	NA

Name	Sector	Instrument	Assets
Sheela Foam Ltd.	Consumer Durable	Equity	5.8%
Page Industries Ltd.	Textiles	Equity	4.2%
Godrej Properties Ltd.	Construction	Equity	4.0%
Carborundum Universal Ltd.	Metals	Equity	3.8%
Gujarat State Petronet Ltd.	Energy	Equity	3.7%
JK Cement Ltd	Construction	Equity	3.6%
Coromandel International Ltd.	Chemicals	Equity	3.2%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	3.2%
The Ramco Cements Ltd.	Construction	Equity	3.2%
Thermax Ltd.	Engineering	Equity	3.1%

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

Rating	2
Fund Size	₹5,592.98 Cr