SBI Magnum Midcap (Equity, Mid Cap)

Moderately High
13 yrs 9 monthsStarted on:29 Mar 2005
₹ 3441.72 Cras on: 13 Dec 2018
Long Term Horizon
2.33%
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)
1 Month1.79
2 YR3.45
3 YR5.95

SIP Returns

TenureReturns (CAGR)
5 YR7.22
10 YR16.18

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.5.09
Carborundum Universal Ltd.4.26
Godrej Properties Ltd.4.04
PNB Housing Finance Ltd.3.9
Sheela Foam Ltd.3.69
The Ramco Cements Ltd.3.55
Sanofi India Ltd.3.49
Torrent Pharmaceuticals Ltd.3.49
Mahindra & Mahindra Financial Services Ltd.3.38
Divi's Laboratories Ltd.3.24

Top Sectoral Holdings

Sector Name% Assets
Financial26.22
Healthcare17.67
Engineering12.42
Construction10.96
Chemicals7
Metals5.59
Energy5.13
Textiles3.69
Cons Durable2.84
Services0.84

Indicators

LabelValue
Portfolio turnover ratio37
Standard Deviation17.15%
Beta0.87%

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 13 Dec 18 36.87
    Returns since inception (CAGR) 10.70%
    Value Research
    Crisil Ranking 3
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