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SBI Magnum Mid Cap Fund Growth+0.28%

80.49%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum Mid Cap Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.05%
NAV₹117.37 (21 Jun 2021)
Fund Started29 Mar 2005
Fund Size5,247 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
80.5%
16.8%
12.9%
11.4%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
6
10
17
-
*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 80.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
Cons
1. 5Y Returns are lower than the category average returns
2. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount

Top Holdings

NameSectorInstrument% Assets
Sheela Foam Ltd.TextilesEquity5.9%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity5.5%
Godrej Properties Ltd.ConstructionEquity4.7%
Carborundum Universal Ltd.MetalsEquity4.6%
Page Industries Ltd.TextilesEquity4.4%
JK Cement LtdConstructionEquity3.9%
Gujarat State Petronet Ltd.EnergyEquity3.2%
The Ramco Cements Ltd.ConstructionEquity3.2%
Thermax Ltd.EngineeringEquity3.1%
Coromandel International Ltd.ChemicalsEquity3.0%
See All

Fund Managers

Sohini Andani
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SBI Magnum Mid Cap Fund Growth Details

SBI Magnum Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Mar 2005. Sohini Andani is the Current Fund Manager of SBI Magnum Mid Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,247 Cr and the Latest NAV as of 21 Jun 2021 is ₹117.37.

The SBI Magnum Mid Cap Fund 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
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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