SBI Magnum MidCap Fund (Equity, Mid Cap)

Moderately High
13 yrs 6 monthsStarted on:29 Mar 2005
₹ 3755.98 Cras on: 19 Sep 2018
Long Term Horizon
2.39%
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)
2 YR2.43
3 YR8.21

SIP Returns

TenureReturns (CAGR)
3 YR3.32
5 YR11.8
10 YR18.02

Portfolio

Company Name% Assets
PNB Housing Finance Ltd.5.36
Cholamandalam Investment & Finance Co. Ltd.5.24
Voltas Ltd.4.08
Carborundum Universal Ltd.4
Sheela Foam Ltd.3.98
Godrej Properties Ltd.3.84
The Ramco Cements Ltd.3.72
Dixon Technologies (India) Ltd.3.6
Divi's Laboratories Ltd.3.56
Mahindra & Mahindra Financial Services Ltd.3.38

Top Sectoral Holdings

Sector Name% Assets
Financial29.5
Healthcare17.69
Engineering12.49
Construction11.44
Chemicals7.18
Metals5.39
Textiles4.53
Energy4.46
Cons Durable4.08
FMCG0.9

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation15.31%
Beta0.86%
Sharpe Ratio0.26

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 19 Sep 18 38.19
    Returns since inception (CAGR) 11.22%
    Value Research
    Crisil Ranking 3
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