SBI Magnum MidCap Fund (Equity, Mid Cap)

Moderately High
13 yrs 4 monthsStarted on:29 Mar 2005
₹ 3520.79 Cras on: 13 Jul 2018
Long Term Horizon
2.03%
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 YR4.50
3 YR5.95

SIP Returns

TenureReturns (CAGR)
3 YR3.07
5 YR13.34
10 YR18.07

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.5.72
PNB Housing Finance Ltd.4.75
Godrej Properties Ltd.4.28
The Ramco Cements Ltd.4.05
Sheela Foam Ltd.3.77
Dixon Technologies (India) Ltd.3.74
Voltas Ltd.3.71
Carborundum Universal Ltd.3.64
Torrent Pharmaceuticals Ltd.3.49
Mahindra & Mahindra Financial Services Ltd.3.46

Top Sectoral Holdings

Sector Name% Assets
Financial28.34
Healthcare16.86
Engineering13.23
Construction12.37
Chemicals6.61
Metals4.93
Textiles4.73
Energy4.01
Cons Durable3.71
FMCG1.15

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation15.72%
Beta0.87%
Sharpe Ratio0.09

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 13 Jul 18 37.99
    Returns since inception (CAGR) 11.35%
    Value Research
    Crisil Ranking 3
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