SBI Magnum Midcap Fund (Equity, Mid Cap)

Moderately High
15 yrs 3 monthsStarted on:29 Mar 2005
₹ 2943.49 Cras on: 21 May 2020
Long Term Horizon
2.21%
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 Month0.40

SIP Returns

TenureReturns (CAGR)
10 YR7.3

Portfolio

Company Name% Assets
PI Industries Ltd.9.08
Sheela Foam Ltd.7.78
Gujarat State Petronet Ltd.5.05
Coromandel International Ltd.4.83
Godrej Properties Ltd.4.82
Dixon Technologies (India) Ltd.4.66
Cholamandalam Investment & Finance Co. Ltd.3.61
Sanofi India Ltd.3.52
The Ramco Cements Ltd.3.25
Alembic Pharmaceuticals Ltd.3.16

Top Sectoral Holdings

Sector Name% Assets
Engineering14.86
Chemicals13.91
Healthcare13.65
Construction12.64
Financial10.59
Textiles10.56
Energy6.81
Metals3.77
Technology3.15
Cons Durable2.7

Indicators

LabelValue
Portfolio turnover ratio24
Standard Deviation24.07%
Beta0.95%

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