SBI Magnum Mid Cap Fund Growth-0.90%

1Groww
10.77%
1 Year Return
Equity
Mid Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum Mid Cap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.95%
NAV75.32 (26 Feb 2020)
Fund Started29 Mar 2005
Fund Size3,718 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum Mid Cap Fund Growth
10.8%
2.0%
6.6%
14.5%
Category Average
22.8%
10.6%
NA
-
Rank within category
13
21
15
-
*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 10.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 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
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity7.8%
    Godrej Properties Ltd.ConstructionEquity6.0%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity5.9%
    Sheela Foam Ltd.TextilesEquity5.7%
    Gujarat State Petronet Ltd.EnergyEquity4.5%
    The Ramco Cements Ltd.ConstructionEquity4.4%
    Carborundum Universal Ltd.MetalsEquity3.7%
    Hexaware Technologies Ltd.TechnologyEquity3.7%
    Coromandel International Ltd.ChemicalsEquity3.7%
    Thermax Ltd.EngineeringEquity3.6%
    See All

    Other Details

    SBI Magnum Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 29 Mar 2005. Sohini Andani is the Current Fund Manager of SBI Magnum Mid Cap Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹3,718 Cr and the Latest NAV as of 26 Feb 2020 is ₹75.32.

    The SBI Magnum Mid Cap Fund 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

    Compare Funds

    SBI Magnum Mid Cap Fund Growth
    VS
    search

    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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹2,000
    + ₹5,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available