SBI Magnum MidCap Fund (Equity, Mid Cap)

83.28
18.14%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.03%
12 yrs 9 months29 Mar 2005
₹ 3943.51 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
28.49
1 Month
4.16
3 Month
7.41
1 YR
25.04
2 YR
18.60
3 YR
16.97
TenureReturns (CAGR)
1 YR
23.56
2 YR
20.24
3 YR
17.38
5 YR
25.26
10 YR
21.43

Portfolio

Company Name% Assets
Carborundum Universal Ltd.4.6
Cholamandalam Investment & Finance Co. Ltd.4.18
Sheela Foam Ltd.3.92
Dixon Technologies (India) Ltd.3.88
The Ramco Cements Ltd.3.48
Indraprastha Gas Ltd.3.2
Federal Bank Ltd.3.14
VIP Industries Ltd.3.11
PI Industries Ltd.3.06
Manpasand Beverages Ltd.3.04

Top Sectoral Holdings

Sector Name% Assets
Financial17.77
Healthcare15.96
Engineering13.99
Chemicals11.13
Construction8.22
FMCG7.6
Metals4.6
Textiles4.58
Technology3.43
Energy3.2

Indicators

Portfolio turnover ratio49
Standard Deviation13.86%
Beta0.77%
Sharpe Ratio0.91

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 11 Dec 17
      38.1
    • Returns since inception (CAGR)
      11.97%
    • Value Research
    • Crisil Ranking
      2
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