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SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.76

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,866 today.

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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

  • ₹ 147.379

    as on 03 Oct 2022
  • Regular - Growth

  • 7 / 25

  • ₹ 5,000

  • ₹ 6,588 Cr.

    as on 31 Dec 2021
  • 1.95%

  • 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 ₹ 147.379 as on 03 Oct 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.95%. 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 2.69% 20.51% 13.27% 26.13% 41.90% 37.39% 19.47% 19.67% 24.78% 33.37% 35.31% 26.93% 19.44%
Category Average -2.20% 12.27% 2.42% 3.61% 31.46% 23.90% 13.02% 16.96% 6.02% 16.95% 24.55% 18.33% 16.65%
SBI Magnum Mid Cap Fund -2.30%₹ 9,769 13.70%₹ 11,370 7.64%₹ 10,764 11.49%₹ 11,148 11.98%₹ 12,764 40.07%₹ 19,656 23.83%₹ 30,200 29.76%₹ 21,866 31.83%₹ 56,696 14.04%₹ 19,294 22.30%₹ 1,04,361 19.67%₹ 60,277 18.17%₹ 3,12,099
Kotak Emerging Equity Fund -2.35%₹ 9,764 14.14%₹ 11,413 4.14%₹ 10,413 6.34%₹ 10,633 9.42%₹ 12,603 34.79%₹ 18,199 19.64%₹ 29,073 26.05%₹ 20,038 27.34%₹ 53,394 15.11%₹ 20,215 20.79%₹ 1,00,612 19.58%₹ 59,822 19.44%₹ 3,34,272
PGIM India Midcap Opportunities Fund -2.61%₹ 9,739 13.85%₹ 11,385 3.43%₹ 10,342 4.51%₹ 10,450 7.40%₹ 12,474 39.61%₹ 19,525 22.52%₹ 29,846 37.39%₹ 25,957 35.31%₹ 59,348 18.74%₹ 23,619 26.93%₹ 1,16,625 - -
Edelweiss Mid Cap Fund -2.78%₹ 9,721 14.69%₹ 11,469 3.42%₹ 10,342 3.92%₹ 10,392 7.80%₹ 12,500 34.43%₹ 18,101 18.91%₹ 28,878 26.44%₹ 20,225 27.42%₹ 53,448 14.89%₹ 20,023 20.38%₹ 99,635 - -
Axis Mid Cap Fund -2.31%₹ 9,769 12.32%₹ 11,231 0.07%₹ 10,007 -1.81%₹ 9,819 1.40%₹ 12,090 25.57%₹ 15,787 12.46%₹ 27,177 21.63%₹ 18,001 20.11%₹ 48,347 16.87%₹ 21,812 18.50%₹ 95,166 18.70%₹ 55,594 17.91%₹ 3,07,781
Nippon India Growth Fund -1.56%₹ 9,843 13.80%₹ 11,380 4.09%₹ 10,408 3.22%₹ 10,322 8.26%₹ 12,529 34.48%₹ 18,115 20.07%₹ 29,187 25.68%₹ 19,865 27.43%₹ 53,457 14.84%₹ 19,977 20.50%₹ 99,919 16.24%₹ 45,061 17.14%₹ 2,95,136

Portfolio Holdings

Portfolio holdings pattern of SBI Magnum Mid Cap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    99.88%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.81%

Top Sector Holdings of SBI Magnum Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Auto ancillaries 12.48% ₹ 849.44 Cr.
Cement 7.40% ₹ 503.56 Cr.
Fabrics and garments 6.60% ₹ 449.12 Cr.
Houseware 6.46% ₹ 439.68 Cr.
Bearings 5.33% ₹ 363.04 Cr.
Others 61.73% -

Top Stock Holdings of SBI Magnum Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Sheela Foam Ltd. 6.46% ₹ 439.68 Cr.
Page Industries Ltd. 5.35% ₹ 363.79 Cr.
Tube Investments Of India Ltd. 4.49% ₹ 305.95 Cr.
Carborundum Universal Ltd. 4.47% ₹ 304.31 Cr.
J.K. Cement Ltd. 3.57% ₹ 242.60 Cr.
Others 75.66% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.04%
Net Receivables -0.23%