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
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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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


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
Cons Durable2.82


Portfolio turnover ratio39
Standard Deviation14.11%
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
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