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  • SBI Mutual Fund
  • SBI Magnum Midcap Fund (Growth)

Formerly SBI Magnum Midcap Gr

SBI Mutual Fund

SBI Magnum Midcap Fund (Growth)

EquityMid Cap

Top Ranked

150.1957

NAV (Dec 02)

12.5%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

150.1957

NAV (Dec 2)

Fund Returns

Last 1Y

8.6%

Last 3Y

27.9%

Last 5Y

12.5%

Last 10Y

19.1%

Since Inception

16.5%

6 Month CAGR

10.9%

Scheme Information

Investment Objective

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

1.87

Launched (17y ago)

Mar 29, 2005

AUM in Crores

8325.781

ISIN

INF200K01560

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

25.2

Standard Deviation (5yr)

22.6

Beta (3yr)

0.95

Beta (5yr)

0.94

Sharpe Ratio (3yr)

0.94

Sharpe Ratio (5yr)

0.407

YTM

0

Fund Managers

Sohini Andani

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-02

Top Stock Holdings

tube investments of india ltd ordinary shares

5.4%
5.4%

page industries ltd

5.4%
5.4%

crisil ltd

4.9%
4.9%

sheela foam ltd

4.3%
4.3%

schaeffler india ltd

4%
4%
See all holdings

Allocation by Sector

consumer cyclical

35.5%
35.5%

financial services

14.7%
14.7%

industrials

14.2%
14.2%

basic materials

13.4%
13.4%

healthcare

6.1%
6.1%
See all sectors

Compare SBI Magnum Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 15,580 cr

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.5%

    6.8%

    3.6%

    6.5%

    21.7%

    17.7%

    15.8%

    18.9%

    6.5%

    6.4%

    SBI Magnum Midcap Fund (G) Review

    SBI Magnum Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.5% over a period of 17 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 12/2/2022 is ₹150.20 with the total AUM as of 12/3/2022 is ₹8325.781. 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 8.6% 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)?

    SBI Magnum Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 1.87% for regular plan.