SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
14 yrs 8 monthsStarted on:29 Mar 2005
₹ 3522.85 Cras on: 20 Nov 2019
Long Term Horizon
2.19%
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 Month3.41
3 Month8.62
1 YR1.93
3 YR2.43

SIP Returns

TenureReturns (CAGR)
1 YR1.2
5 YR1.72
10 YR12.82

Portfolio

Company Name% Assets
PI Industries Ltd.7.63
Godrej Properties Ltd.5.93
Cholamandalam Investment & Finance Co. Ltd.5.77
Sheela Foam Ltd.5.5
The Ramco Cements Ltd.4.52
Gujarat State Petronet Ltd.4.26
Thermax Ltd.3.72
Carborundum Universal Ltd.3.68
Hexaware Technologies Ltd.3.6
Coromandel International Ltd.3.23

Top Sectoral Holdings

Sector Name% Assets
Financial19.9
Construction15.5
Engineering14.82
Chemicals10.95
Healthcare10.43
Energy5.87
Textiles5.5
Metals4.55
Technology3.6
Automobile2.67

Indicators

LabelValue
Portfolio turnover ratio29
Standard Deviation15.89%
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