SBI Magnum Mid Cap Fund Growth+0.89%

12.41%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum Mid Cap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.98%
NAV76.41 (23 Oct 2020)
Fund Started29 Mar 2005
Fund Size3,659 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum Mid Cap Fund Growth
12.4%
-0.7%
5.1%
13.9%
Category Average
9.2%
1.1%
7.3%
-
Rank within category
8
15
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 12.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. Age is more than 10 years
    5. Lower expense ratio - 1.98%
    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
    5. Risk-adjusted returns are lower compared to the category
    6. 3Y Returns are lower than the category average returns
    7. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity7.2%
    Sheela Foam Ltd.TextilesEquity5.7%
    Coromandel International Ltd.ChemicalsEquity5.1%
    Godrej Properties Ltd.ConstructionEquity4.7%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.5%
    The Ramco Cements Ltd.ConstructionEquity3.6%
    Gujarat State Petronet Ltd.EnergyEquity3.5%
    Page Industries Ltd.TextilesEquity3.2%
    Carborundum Universal Ltd.MetalsEquity3.0%
    JK Cement LtdConstructionEquity3.0%
    See All

    Fund Managers

    addSohini Andani
    Education
    Ms. Andani is a B.Com (H) and C.A.
    Experience
    Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.
    Funds Managed

    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 ₹3,659 Cr and the Latest NAV as of 23 Oct 2020 is ₹76.41.

    The SBI Magnum Mid Cap Fund Growth is rated Moderately 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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