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SBI Magnum Midcap Fund - Regular Plan - Growth

Category: Equity: Mid Cap Launch Date: 29-03-2005
AUM:

₹ 17,910.24 Cr

Expense Ratio

1.69%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF200K01560

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Bhavin Vithlani, Pradeep Kesavan

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Magnum Midcap Fund - Regular Plan - Growth 34.36 24.36 24.71
NIFTY MIDCAP 150 TRI 54.26 27.7 26.57
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
208.6858
Last change
1.01 (0.4837%)
Fund Size (AUM)
₹ 17,910.24 Cr
Performance
17.2% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Bhavin Vithlani, Pradeep Kesavan
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Others 5.31
Torrent Power Ltd. 4.33
Sundaram Finance Ltd. 3.95
Thermax Ltd. 3.94
Crisil Ltd. 3.39
Schaeffler India Ltd. 3.35
Tube Investments Of India Ltd. 2.93
The Indian Hotels Company Ltd. 2.8
Carborundum Universal Ltd. 2.64
Max Healthcare Institute Ltd. 2.58

Sector Allocation

Sector Holdings (%)
Financial 13.17
Automobile 12.39
Services 12.16
Capital Goods 8.62
Healthcare 8.16
Textiles 6.48
Construction 5.95
Consumer Discretionary 5.62
Chemicals 5.14
Others 5.12

Peer Comparison

Scheme Name 5Y (%)
SBI Magnum MidCap Reg Gr 24.71
Quant MidCap Gr 34.34
JM Midcap Fund Reg Gr 0.0
ITI Mid Cap Fund Reg Gr 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 27.08
HSBC Midcap Fund Reg Growth 21.44
Motilal Oswal Midcap Fund Reg Gr 27.86
Nippon India Growth Fund Gr Gr 26.4
ICICI Pru MidCap Gr 22.77
HDFC Mid-Cap Opportunities Gr 25.38