SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
14 yrs 12 monthsStarted on:29 Mar 2005
₹ 3717.76 Cras on: 26 Feb 2020
Long Term Horizon
1.95%
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)
YTD6.06
3 Month7.15
1 YR10.77
3 YR1.99

SIP Returns

TenureReturns (CAGR)
1 YR12.2
2 YR3.88
3 YR0.98
5 YR3.59
10 YR13.41

Portfolio

Company Name% Assets
PI Industries Ltd.7.88
Sheela Foam Ltd.6.2
Godrej Properties Ltd.6.09
Cholamandalam Investment & Finance Co. Ltd.5.87
Gujarat State Petronet Ltd.4.89
Coromandel International Ltd.4.07
Dixon Technologies (India) Ltd.3.76
Hexaware Technologies Ltd.3.74
The Ramco Cements Ltd.3.63
Carborundum Universal Ltd.3.63

Top Sectoral Holdings

Sector Name% Assets
Financial17.46
Engineering15.19
Construction14.53
Chemicals11.95
Healthcare7.91
Energy6.51
Textiles6.2
Metals4.41
Technology3.74
Cons Durable2.77

Indicators

LabelValue
Portfolio turnover ratio23
Standard Deviation15.51%
Beta0.87%

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