- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Midcap Fund (Growth)
Formerly SBI Magnum Midcap Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 180.7396
NAV (Sep 29)
Fund Returns
Last 1Y | 23.6% |
Last 3Y | 35.6% |
Last 5Y | 21% |
Last 10Y | 22.1% |
Since Inception | 16.9% |
6 Month CAGR | 29.9% |
Scheme Information
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 | 1.75 |
Launched (18y ago) | Mar 29, 2005 |
AUM in Crores | 12555.204 |
ISIN | INF200K01560 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 22 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 1.773 |
Sharpe Ratio (5yr) | 0.635 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Midcap Fund (Growth) | 12,50,354 | 5,17,742 | 21% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
treps
7%crisil ltd
4.4%schaeffler india ltd shs dematerialised
3.9%thermax ltd
3.4%coromandel international ltd
3.3%Allocation by Sector
consumer cyclical
29.2%financial services
15.6%industrials
15.2%basic materials
13%healthcare
6.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 6.5% | ||
29.2% | 17.5% | ||
23.2% | 11.8% | ||
33% | 15.8% | ||
6.3% | 7.5% |
SBI Magnum Midcap Fund (G) Review
SBI Magnum Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.9% over a period of 18 years. The fund was previously known as SBI Magnum Midcap Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Sohini Andani.
Nav of SBI Magnum Midcap Fund (G) as of 9/29/2023 is ₹180.74 with the total AUM as of 9/30/2023 is ₹12555.204. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Midcap Fund (G) was launched on Mar 29, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Magnum Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Magnum Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.
SBI Magnum Midcap Fund (G) is rated as a 4 fund in Equity and delivered 23.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Midcap Fund (G).
Frequently Asked Questions
What is SBI Magnum Midcap Fund (G)?
How to invest in SBI Magnum Midcap Fund (G)?
You can invest in SBI Magnum Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Magnum Midcap Fund (G)?
The minimum sip amount for SBI Magnum Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Magnum Midcap Fund (G) good to invest in?
As per Scripbox experts, SBI Magnum Midcap Fund (G) is a Top Ranked fund. You can investSBI Magnum Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Magnum Midcap Fund (G)?
The expense ratio of the SBI Magnum Midcap Fund (G) is 1.75% for regular plan.