MyWealthGrowth.com logo
HomeMutual Funds

SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

35.07

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,641 today.

Invest Now

NAV Performance

SBI Magnum Mid Cap Fund performance graph for last 3 years
Performance of SBI Magnum Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 178.794

    as on 22 Sep 2023
  • Regular - Growth

  • 2 / 25

  • ₹ 5,000

  • ₹ 8,734 Cr.

    as on 31 May 2023
  • 1.79%

  • 29 Mar 2005

  • Equity - Mid Cap Fund

  • Nifty 50

  • SBI Mutual Fund

    Show All Funds
  • SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

SBI Magnum Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Mar 2005. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 178.794 as on 22 Sep 2023.

This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.79%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of SBI Magnum Mid Cap Fund

  • About Sohini Andani

    Picture of Sohini AndaniSohini joined SBIFM as Head of Research in 2007 and was subsequently promoted as a portfolio manager in 2010. Prior to joining SBIFM, She was a senior research analyst at ING Investment Management. She has over 11 years of experience in research on the sell side. Her previous assignments were with leading broking outfits such as ASK Raymond James, LKP Shares and Securities, Advani Share Brokers and KR Choksey Shares and Securities. Sohini is a Commerce graduate from Mumbai University and a Chartered Accountant from ICAI.
  • About Mohit Jain

    Picture of Mohit JainMohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited. He is a graduate in Engineering from Sathyabama University and has completed CFA level III from the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.62% 15.06% 32.88% 28.97% 41.90% 38.15% 23.02% 23.70% 45.25% 31.19% 30.25% 30.54% 20.18%
Category Average 2.36% 9.26% 25.55% 18.15% 13.67% 29.40% 17.32% 20.04% 34.51% 21.63% 22.39% 23.19% 17.35%
SBI Magnum Mid Cap Fund 3.77%₹ 10,377 6.77%₹ 10,677 25.98%₹ 12,598 16.17%₹ 11,616 33.66%₹ 14,088 16.38%₹ 13,544 22.65%₹ 29,893 35.07%₹ 24,641 25.15%₹ 51,839 19.65%₹ 24,543 26.49%₹ 1,15,425 22.05%₹ 73,515 18.19%₹ 3,12,438
Kotak Emerging Equity Fund 1.61%₹ 10,160 8.20%₹ 10,819 21.98%₹ 12,198 15.92%₹ 11,591 29.90%₹ 13,864 13.60%₹ 12,905 20.53%₹ 29,322 31.24%₹ 22,606 22.30%₹ 49,852 19.24%₹ 24,131 24.18%₹ 1,09,217 23.70%₹ 84,085 19.33%₹ 3,32,334
Nippon India Growth Fund 4.04%₹ 10,404 13.24%₹ 11,324 32.52%₹ 13,252 23.98%₹ 12,398 44.35%₹ 14,718 16.06%₹ 13,468 27.65%₹ 31,255 34.31%₹ 24,227 27.61%₹ 53,599 20.63%₹ 25,573 26.87%₹ 1,16,481 20.34%₹ 63,829 19.13%₹ 3,28,693
PGIM India Midcap Opportunities Fund 1.34%₹ 10,133 4.81%₹ 10,480 15.73%₹ 11,573 5.38%₹ 10,537 17.16%₹ 13,087 6.97%₹ 11,441 11.80%₹ 27,013 30.52%₹ 22,237 17.86%₹ 46,847 21.03%₹ 25,998 25.83%₹ 1,13,636 - -
Motilal Oswal Midcap 30 Fund 4.62%₹ 10,462 7.08%₹ 10,707 26.18%₹ 12,618 16.65%₹ 11,664 34.69%₹ 14,150 22.35%₹ 14,970 27.07%₹ 31,098 37.11%₹ 25,775 30.25%₹ 55,532 19.68%₹ 24,576 27.72%₹ 1,18,866 - -
Edelweiss Mid Cap Fund 1.53%₹ 10,152 7.58%₹ 10,758 24.36%₹ 12,435 15.63%₹ 11,562 30.52%₹ 13,901 12.80%₹ 12,723 20.36%₹ 29,276 31.35%₹ 22,660 22.23%₹ 49,800 18.45%₹ 23,336 24.36%₹ 1,09,694 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Magnum Mid Cap Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    95.93%
  • Debt Holdings:

    0.10%
  • Others Holdings:

    3.97%

Top Sector Holdings of SBI Magnum Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Auto ancillaries 10.37% ₹ 1,053.20 Cr.
NBFC 7.19% ₹ 728.49 Cr.
Fabrics and garments 7.11% ₹ 720.41 Cr.
Bearings 7.01% ₹ 710.73 Cr.
Other Financial Services 5.24% ₹ 531.82 Cr.
Others 63.08% -

Top Stock Holdings of SBI Magnum Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
CRISIL Ltd. 5.24% ₹ 531.82 Cr.
Schaeffler India Ltd. 4.75% ₹ 481.76 Cr.
Tube Investments Of India Ltd. 3.95% ₹ 400.81 Cr.
Page Industries Ltd. 3.67% ₹ 372.25 Cr.
Carborundum Universal Ltd. 3.51% ₹ 356.52 Cr.
Others 78.88% -

Top Debt Instrument Type holdings of SBI Magnum Mid Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.10% ₹ 9.93 Cr.
Others 99.90% -

Top Debt Holdings of SBI Magnum Mid Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.10% ₹ 9.93 Cr.
Others 99.90%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.94%
Net Receivables 0.03%