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SBI Magnum Mid Cap Direct Plan Growth-1.51%

85.73%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum Mid Cap Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.14%
NAV₹114.06 (19 Apr 2021)
Fund Started01 Jan 2013
Fund Size4,887 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
85.7%
9.4%
12.4%
19.1%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
2
11
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 85.7% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.14%
2. 1Y Returns are higher than the category average returns
Cons
1. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity6.6%
Sheela Foam Ltd.TextilesEquity6.3%
Godrej Properties Ltd.ConstructionEquity5.2%
JK Cement LtdConstructionEquity4.3%
Carborundum Universal Ltd.MetalsEquity4.2%
Page Industries Ltd.TextilesEquity4.0%
The Ramco Cements Ltd.ConstructionEquity3.5%
Gujarat State Petronet Ltd.EnergyEquity3.5%
PI Industries Ltd.ChemicalsEquity3.4%
Thermax Ltd.EngineeringEquity3.2%
See All

Fund Managers

Sohini Andani
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SBI Magnum Mid Cap Direct Plan Growth Details

SBI Magnum Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sohini Andani is the Current Fund Manager of SBI Magnum Mid Cap Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,887 Cr and the Latest NAV as of 19 Apr 2021 is ₹114.06.

The SBI Magnum Mid Cap Direct Plan Growth 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

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 predominantly in a well-diversified basket of equity stocks of Midcap companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
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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