SBI Magnum Mid Cap Direct Plan Growth-0.02%

1Groww
2.76%
1 Year Return
Equity
Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum Mid Cap Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.22%
NAV75.31 (20 Nov 2019)
Fund Started01 Jan 2013
Fund Size3,523 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum Mid Cap Direct Plan Growth
2.8%
3.5%
7.8%
15.4%
Category Average
0.6%
6.3%
NA
-
Rank within category
14
19
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity7.6%
    Godrej Properties Ltd.ConstructionEquity5.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity5.8%
    Sheela Foam Ltd.TextilesEquity5.5%
    The Ramco Cements Ltd.ConstructionEquity4.5%
    Gujarat State Petronet Ltd.EnergyEquity4.3%
    Thermax Ltd.EngineeringEquity3.7%
    Carborundum Universal Ltd.MetalsEquity3.7%
    Hexaware Technologies Ltd.TechnologyEquity3.6%
    Coromandel International Ltd.ChemicalsEquity3.2%
    See All

    Other Details

    SBI Magnum Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sohini Andani is the Current Fund Manager of SBI Magnum Mid Cap Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹3,523 Cr and the Latest NAV as of 20 Nov 2019 is ₹75.31.

    The SBI Magnum Mid Cap Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    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 and in debt and money market instruments.

    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
    28 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,
    Invest Now
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