SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
14 yrs 7 monthsStarted on:29 Mar 2005
₹ 3456.11 Cras on: 15 Oct 2019
Long Term Horizon
1.99%
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 YR12.06

Portfolio

Company Name% Assets
PI Industries Ltd.7.11
Godrej Properties Ltd.6.3
Cholamandalam Investment & Finance Co. Ltd.5.93
Sheela Foam Ltd.5.83
Gujarat State Petronet Ltd.4.5
The Ramco Cements Ltd.4.41
Hexaware Technologies Ltd.4.2
Thermax Ltd.3.79
Carborundum Universal Ltd.3.52
Torrent Pharmaceuticals Ltd.3.07

Top Sectoral Holdings

Sector Name% Assets
Financial23.94
Construction15.26
Engineering15.07
Chemicals10.08
Healthcare8.47
Energy6.21
Textiles5.83
Metals4.43
Technology4.2
Automobile2.57

Indicators

LabelValue
Portfolio turnover ratio28
Standard Deviation15.97%
Beta0.86%

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