SBI Magnum MidCap Fund (Equity, Mid Cap)

Moderately High
12 yrs 11 monthsStarted on:29 Mar 2005
₹ 4059.62 Cras on: 16 Feb 2018
Long Term Horizon
2.02%
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

Similar Funds
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 23.42%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 19.79%
Crisil Ranking 4
Value Research
HDFC Mid-Cap Opportunities Fund
Return (CAGR) 17.74%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.80%
Crisil Ranking 3
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 16.47%
Crisil Ranking 3
Value Research
Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 25.13%
Crisil Ranking 3
Value Research
SBI Magnum Global Fund
Return (CAGR) 15.15%
Crisil Ranking 4
Value Research
Axis Mid Cap Fund
Return (CAGR) 18.48%
Crisil Ranking 5
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 23.55%
Crisil Ranking 2
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 10.94%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) -0.48%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Midcap 30 Fund
Return (CAGR) 25.52%
Crisil Ranking 5
Value Research

Tenure

TenureReturns (CAGR)
3 Month1.40
1 YR14.78
2 YR22.14
3 YR13.42

SIP Returns

TenureReturns (CAGR)
1 YR6.78
2 YR13.23
3 YR13.23
5 YR22.2
10 YR20.63

Portfolio

Company Name% Assets
Carborundum Universal Ltd.4.5
Cholamandalam Investment & Finance Co. Ltd.4.22
Dixon Technologies (India) Ltd.4.16
The Ramco Cements Ltd.3.79
Sheela Foam Ltd.3.51
Coromandel International Ltd.3.38
Manpasand Beverages Ltd.2.91
PI Industries Ltd.2.88
Federal Bank Ltd.2.87
Voltas Ltd.2.82

Top Sectoral Holdings

Sector Name% Assets
Financial19.7
Healthcare17.45
Engineering15.22
Chemicals12.95
Construction10
FMCG5.26
Metals4.5
Textiles4.15
Cons Durable2.82
Energy1.88

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation14.11%
Beta0.78%
Sharpe Ratio0.84

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 16 Feb 18 37.65
    Returns since inception (CAGR) 11.67%
    Value Research
    Crisil Ranking 3
© CRISIL Limited 2017. All Rights Reserved