SBI Magnum Mid Cap Fund Growth+0.42%

1
-8.20%
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 Ratio2.22%
NAV66.68 (03 Jul 2020)
Fund Started29 Mar 2005
Fund Size2,911 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum Mid Cap Fund Growth
-8.2%
-4.8%
2.0%
13.2%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
16
19
18
-
*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 -8.2% 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
    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.ChemicalsEquity8.8%
    Sheela Foam Ltd.TextilesEquity7.5%
    Coromandel International Ltd.ChemicalsEquity5.3%
    Dixon Technologies (India) Ltd.EngineeringEquity5.0%
    Godrej Properties Ltd.ConstructionEquity5.0%
    Gujarat State Petronet Ltd.EnergyEquity4.9%
    Alembic Pharmaceuticals Ltd.HealthcareEquity3.7%
    The Ramco Cements Ltd.ConstructionEquity3.6%
    Page Industries Ltd.TextilesEquity3.6%
    Sanofi India Ltd.HealthcareEquity3.5%
    See All

    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 ₹2,911 Cr and the Latest NAV as of 03 Jul 2020 is ₹66.68.

    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

    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
    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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