SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
14 yrs 10 monthsStarted on:29 Mar 2005
₹ 3471.76 Cras on: 20 Jan 2020
Long Term Horizon
2.28%
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)
YTD4.59
1 Month5.27
3 Month8.72
1 YR4.96
3 YR3.33

SIP Returns

TenureReturns (CAGR)
1 YR11.11
2 YR2.16
3 YR0.23
5 YR3.28
10 YR13.38

Portfolio

Company Name% Assets
PI Industries Ltd.7.83
Godrej Properties Ltd.5.97
Cholamandalam Investment & Finance Co. Ltd.5.86
Sheela Foam Ltd.5.7
Gujarat State Petronet Ltd.4.53
The Ramco Cements Ltd.4.41
Carborundum Universal Ltd.3.73
Hexaware Technologies Ltd.3.68
Coromandel International Ltd.3.67
Thermax Ltd.3.62

Top Sectoral Holdings

Sector Name% Assets
Financial18.21
Engineering15.75
Construction15.44
Chemicals11.5
Healthcare10.67
Energy6.15
Textiles5.7
Metals4.58
Technology3.68
Automobile2.68

Indicators

LabelValue
Portfolio turnover ratio26
Standard Deviation15.16%
Beta0.85%

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