SBI Mutual Fund

SBI Magnum Midcap Fund Direct Plan Growth

₹ 250.95

NAV (Apr 30)

31.462%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Scheme Information

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.

Expense Ratio
0.92 %
Launched
-
AUM in Crores
20890.3
ISIN
INF200K01TP4
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14
Beta
0.8
Sharpe Ratio
0.7
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

5.73%
5.731%

Torrent Power Ltd.

4.57%
4.567%

Crisil Ltd.

3.19%
3.186%

Carborundum Universal Ltd.

3.17%
3.173%

Sundaram Finance Ltd.

3.05%
3.05%
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Allocation by Sector

Financial

15.08%
15.082077%

Healthcare

13.48%
13.483186%

Services

9.53%
9.528455%

Capital Goods

8.96%
8.957113%

Materials

8.72%
8.7223%
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Frequently Asked Questions

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