SBI Funds Management Private Limited

SBI Magnum Midcap Fund - Regular Plan - Growth

EquityMid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return19.9%
  • 3 yr return35.6%
  • 5 yr return19.9%
  • Expense Ratio1.83%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees11808.9
  • NAVRupees181

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Provide Investors With Opportunities For Long-Term Growth In Capital Alongwith The Liquidity Of An Open-Ended Scheme By Investing Predominantly In A Well Diversified Basket Of Equity Stocks Of Midcap Companies. Midcap Companies Are Those Companies Whose Market Capitalization At The Time Of Investment Is Lower Than The Last Stock In The S&P Cnx Nifty Index Less 20% (Upper Range) And Above Rs. 200 Crores.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 6.9
  • CRISIL Ltd 4.4
  • Schaeffler India Ltd 3.9
  • Thermax Ltd 3.3
  • Coromandel International Ltd 3.2
  • Tube Investments Of India Ltd 3.2
  • Page Industries Ltd 3
  • Indian Hotels Co. Ltd 2.9
  • Sundaram Finance Ltd 2.8
  • Carborundum Universal Ltd 2.8
  • Torrent Power Ltd 2.7
  • Sectors %
  • Automobiles16.5
  • Finance11.4
  • Industrial Products8.4
  • Textiles7.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps6.8

Fund House