SBI Magnum Mid Cap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
31.97%
3Y annualised
+1.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹92.93
Min. SIP amount₹500
Rating4
Fund size₹8,043.42Cr

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 returns13.0%32.0%15.4%19.8%
Category average2.6%25.3%12.9%NA
Rank with in category338NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
Page Industries Ltd.TextilesEquity5.7%
Tube Investments Of India Ltd.AutomobileEquity5.2%
Sheela Foam Ltd.Consumer DiscretionaryEquity4.8%
Schaeffler India Ltd.Capital GoodsEquity4.5%
Crisil Ltd.ServicesEquity4.5%
Thermax Ltd.Capital GoodsEquity3.8%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity3.3%
Carborundum Universal Ltd.Metals & MiningEquity3.3%
The Indian Hotels Company Ltd.ServicesEquity2.9%
Max Healthcare Institute Ltd.HealthcareEquity2.7%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

1Y category rank: 3, 3Y category rank: 3
Higher AUM: 8043Cr. Funds with a higher AUM tend to have lower returns in the future
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 3.34 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Lower expense ratio: 1.01%

Expense ratio, exit load and tax

Expense ratio: 1.01%

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

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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
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,

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