SBI Magnum Midcap (Equity, Mid Cap)

Moderately High
13 yrs 11 monthsStarted on:29 Mar 2005
₹ 3445.32 Cras on: 22 Feb 2019
Long Term Horizon
2.03%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 YR7.46

SIP Returns

TenureReturns (CAGR)
5 YR4.11
10 YR14.56

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.4.53
Godrej Properties Ltd.4.51
Carborundum Universal Ltd.4.1
PNB Housing Finance Ltd.3.88
Torrent Pharmaceuticals Ltd.3.57
The Ramco Cements Ltd.3.54
Divi's Laboratories Ltd.3.39
Sheela Foam Ltd.3.36
PI Industries Ltd.3.25
Coromandel International Ltd.3.13

Top Sectoral Holdings

Sector Name% Assets
Financial25.54
Healthcare16
Engineering13.62
Construction10.91
Chemicals7.12
Energy6.12
Metals5.27
Technology3.72
Textiles3.36
Cons Durable2.77

Indicators

LabelValue
Portfolio turnover ratio34
Standard Deviation16.84%
Beta0.87%
Sharpe Ratio0.05

Sohini Andani

Ms. Andani is a B.Com (H) and C.A.
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.

Other Funds Managed by Sohini Andani

  • Nav as on 22 Feb 19 35.96
    Returns since inception (CAGR) 10.32%
    Value Research