SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
14 yrs 5 monthsStarted on:29 Mar 2005
₹ 3302.58 Cras on: 23 Aug 2019
Long Term Horizon
2.25%
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)

SIP Returns

TenureReturns (CAGR)
10 YR11.61

Portfolio

Company Name% Assets
PI Industries Ltd.6.26
Godrej Properties Ltd.6.05
Sheela Foam Ltd.5.93
Cholamandalam Investment & Finance Co. Ltd.5.24
Gujarat State Petronet Ltd.4.6
The Ramco Cements Ltd.4.52
Carborundum Universal Ltd.4.04
Thermax Ltd.3.87
Hexaware Technologies Ltd.3.78
Torrent Pharmaceuticals Ltd.3.22

Top Sectoral Holdings

Sector Name% Assets
Financial21.45
Construction15.27
Engineering13.88
Healthcare10.13
Chemicals9.22
Energy6.77
Textiles5.93
Metals4.98
Technology3.78
Automobile2.45

Indicators

LabelValue
Portfolio turnover ratio27
Standard Deviation15.79%
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