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SBI Magnum Mid Cap Fund Growth+0.80%

30.99%
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 Ratio2.03%
NAV₹97.29 (20 Jan 2021)
Fund Started29 Mar 2005
Fund Size4,253 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
31.0%
4.1%
11.8%
11.4%
Category Average
24.9%
5.3%
14.5%
-
Rank Within Category
4
15
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 31.0% returns per annum

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%
6. 1Y Returns are higher than the category average returns
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
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity6.3%
Sheela Foam Ltd.TextilesEquity5.8%
Godrej Properties Ltd.ConstructionEquity5.7%
Coromandel International Ltd.ChemicalsEquity4.0%
PI Industries Ltd.ChemicalsEquity3.9%
The Ramco Cements Ltd.ConstructionEquity3.8%
Page Industries Ltd.TextilesEquity3.6%
JK Cement LtdConstructionEquity3.6%
Carborundum Universal Ltd.MetalsEquity3.4%
Gujarat State Petronet Ltd.EnergyEquity3.3%
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 ₹4,253 Cr and the Latest NAV as of 20 Jan 2021 is ₹97.29.

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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