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SBI Magnum Midcap Fund - Direct Plan

The SBI Magnum Midcap Fund is an actively managed, open-ended equity fund that invests heavily in the midcap segment of the market. The fund seeks to provide investors with long-term capital appreciation through investments in equity stocks of midcap companies. The fund was launched on March 29th, 2005. As this fund has a large exposure to equity stocks it is prone to market volatility. Investors in this fund should expect regular fluctuations and should have investment horizons of at least 5 years to see reasonable returns.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.78%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 19,392
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	26.48%
HSBC Midcap Fund - Direct Plan	1000	1000	21.2%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	26.48%
Axis Midcap Fund - Direct Plan	100	100	18.42%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	20.72%
DSP Midcap Fund - Direct Plan	500	1000	17.61%

Portfolio Info

The SBI Magnum Midcap Fund invests the majority of its corpus in equity stocks of mid-cap companies with an asset allocation of approximately 75% in this segment. The fund invests marginally in cash and cash equivalents to provide the fund a level of liquidity. Presently, the fund invests heavily in the Finance, Healthcare, Engineering and Construction sectors of the Indian economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	7
Bajaj Finance Ltd	Equity	3
Torrent Power Ltd	Equity	3
Shree Cement Ltd	Equity	3
Sundaram Finance Ltd	Equity	3
CRISIL Ltd	Equity	3
Max Healthcare Institute Ltd Ordinary Shares	Equity	3
Mahindra & Mahindra Financial Services Ltd	Equity	3
K.P.R. Mill Ltd	Equity	3
Schaeffler India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Repurchase Agreement	7
Bond - Gov't Treasury	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	20
Financial Services	19
Healthcare	14
Industrials	12
Basic Materials	11

Fund Manager

Bhavin Vithlani

1+ years of experience

Objective

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.

Suitability

The SBI Magnum Midcap Fund is suitable for investors that are seeking long-term capital appreciation with investments horizons or more than 5 years. Investors in this fund should have a high appetite for risk as this is a midcap fund.

SBI Mutual Fund

AUM₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m