- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Midcap Fund (G)
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).
Scheme Information
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 | 1.68 % |
Launched 20Y ago | 2005-03-29 |
AUM in Crores | 20890.3 |
ISIN | INF200K01560 |
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 and Holdings
Top Stock Holdings
Others
5.73%Torrent Power Ltd.
4.57%Crisil Ltd.
3.19%Carborundum Universal Ltd.
3.17%Sundaram Finance Ltd.
3.05%
Allocation by Sector
Financial
15.08%Healthcare
13.48%Services
9.53%Capital Goods
8.96%Materials
8.72%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
SBI Magnum Midcap Fund (G) Review
SBI Magnum Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.76% over 20 years. The fund has grown over a period of 20 years. The fund is managed by SBI Mutual Fund. The fund managers are Bhavin Vithlani, Pradeep Kesavan.
Nav of SBI Magnum Midcap Fund (G) as of 4/30/2025 is ₹224.29 with the total AUM as of 5/2/2025 is ₹20890.26. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Midcap Fund (G) was launched on 2005-03-29. The category risk of the fund is Very High.
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 NIFTY Midcap 150 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 7.02% 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).