Home>Mutual Funds>SBI Mutual Fund>SBI Magnum Mid Cap Direct Plan IDCW

SBI Magnum Mid Cap Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
28.90%
3Y annualised
-1.89% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹83.56
Min. SIP amount₹500
Rating2star
Fund size₹6,251.64 Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns82.7%28.9%14.8%20.8%
Category average72.8%17.0%15.6%NA
Rank with in category8817NA
Understand termsinfo

Holdings (65)

NameSectorInstrumentAssets
Consumer DurableEquity5.5%
MetalsEquity4.6%
ConstructionEquity4.3%
TextilesEquity4.1%
Tube Investments Of India Ltd.
AutomobileEquity3.9%
ConstructionEquity3.5%
EnergyEquity3.1%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.1%
EngineeringEquity2.9%
Sona BLW Precision Forgings Ltd.
AutomobileEquity2.8%
See All

Pros and cons

info
Category: Equity Mid Cap
thumb_up_alt

Pros

1Y and 3Y annualised returns higher than category average
Lower expense ratio: 1.09%
thumb_down_alt

Cons

Higher AUM: 6251Cr. Funds with a higher AUM tend to have lower returns in the future
Low rating: 2
5Y annualised returns lower than category average by 0.35%

Expense ratio, exit load and tax

Expense ratio: 1.09%

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
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
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

SBI Magnum Mid Cap Direct Plan IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle