SBI Magnum MidCap Fund (Equity, Mid Cap)

Moderately High
13 yrs 3 monthsStarted on:29 Mar 2005
₹ 4037 Cras on: 25 May 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)
1 YR4.23
2 YR11.71
3 YR9.76

SIP Returns

TenureReturns (CAGR)
2 YR3.96
3 YR8.17
5 YR17.57
10 YR19.46

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.5.75
Godrej Properties Ltd.4.18
The Ramco Cements Ltd.4.14
Dixon Technologies (India) Ltd.4.04
Voltas Ltd.3.97
Carborundum Universal Ltd.3.78
Mahindra & Mahindra Financial Services Ltd.3.39
Sheela Foam Ltd.3.33
Torrent Pharmaceuticals Ltd.3.08
Shriram City Union Finance Ltd.2.97

Top Sectoral Holdings

Sector Name% Assets
Financial25.26
Healthcare16.84
Engineering14.09
Construction13.06
Chemicals7.01
Metals5.18
Textiles4.06
Cons Durable3.97
FMCG3.36
Energy2.66

Indicators

LabelValue
Portfolio turnover ratio40
Standard Deviation14.49%
Beta0.83%
Sharpe Ratio0.54

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 25 May 18 38.1
    Returns since inception (CAGR) 11.51%
    Value Research
    Crisil Ranking 3
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