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SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.34

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,454 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

  • ₹ 124.998

    as on 23 Jun 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 ₹ 124.998 as on 23 Jun 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 -2.43% -6.34% -0.90% 26.13% 42.64% 28.53% 16.92% 19.54% -3.43% 23.56% 30.76% 22.34% 17.67%
Category Average -4.20% -9.42% -11.25% 1.26% 30.82% 16.99% 10.70% 16.85% -15.25% 12.17% 18.51% 13.81% 15.06%
SBI Magnum Mid Cap Fund -4.98%₹ 9,501 -6.81%₹ 9,318 -10.20%₹ 8,979 6.13%₹ 10,613 -9.68%₹ 11,363 37.41%₹ 18,881 19.03%₹ 28,908 20.34%₹ 17,454 25.13%₹ 51,811 10.28%₹ 16,318 17.05%₹ 91,835 19.54%₹ 59,693 16.35%₹ 2,82,906
Kotak Emerging Equity Fund -4.36%₹ 9,564 -8.59%₹ 9,141 -10.41%₹ 8,959 1.12%₹ 10,112 -12.84%₹ 11,151 33.66%₹ 17,865 14.88%₹ 27,811 18.65%₹ 16,727 20.96%₹ 48,915 12.10%₹ 17,709 16.05%₹ 89,607 19.39%₹ 58,938 17.67%₹ 3,03,679
PGIM India Midcap Opportunities Fund -3.50%₹ 9,649 -9.59%₹ 9,041 -12.44%₹ 8,755 4.46%₹ 10,445 -13.86%₹ 11,082 42.64%₹ 20,345 19.89%₹ 29,138 28.53%₹ 21,274 30.76%₹ 55,891 14.95%₹ 20,074 22.34%₹ 1,04,444 - -
Edelweiss Mid Cap Fund -4.67%₹ 9,532 -9.90%₹ 9,009 -12.70%₹ 8,729 -0.10%₹ 9,989 -15.91%₹ 10,942 34.53%₹ 18,098 13.72%₹ 27,506 18.86%₹ 16,817 20.83%₹ 48,830 12.22%₹ 17,798 15.47%₹ 88,338 - -
Axis Mid Cap Fund -3.77%₹ 9,622 -11.14%₹ 8,885 -13.86%₹ 8,614 -1.90%₹ 9,810 -18.69%₹ 10,752 24.53%₹ 15,506 7.77%₹ 25,966 17.82%₹ 16,376 15.39%₹ 45,226 15.03%₹ 20,150 15.04%₹ 87,427 18.99%₹ 57,001 16.57%₹ 2,86,187
Nippon India Growth Fund -3.34%₹ 9,665 -8.46%₹ 9,153 -9.79%₹ 9,020 4.76%₹ 10,476 -12.47%₹ 11,176 33.67%₹ 17,868 15.57%₹ 27,993 17.85%₹ 16,389 21.10%₹ 49,013 12.31%₹ 17,873 15.94%₹ 89,383 16.02%₹ 44,256 15.25%₹ 2,66,660

Portfolio Holdings

Portfolio holdings pattern of SBI Magnum Mid Cap Fund as on 25 Jun 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%