Share Fund
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 0.98% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 8,436 |
AMC AUM (in Crs.) | ₹ 2,83,807 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P 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. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 40.54% |
HSBC Midcap Fund - Direct Plan | 1000 | 1000 | 31.36% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 40.54% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 29.87% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 39.88% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 26.57% |
Company | Holding Type | Asset(%) |
---|---|---|
CRISIL Ltd | Equity | 5 |
Treps | Cash - Repurchase Agreement | 5 |
Tube Investments of India Ltd Ordinary Shares | Equity | 5 |
Page Industries Ltd | Equity | 4 |
Sheela Foam Ltd | Equity | 4 |
Schaeffler India Ltd | Equity | 4 |
Procter & Gamble Hygiene and Health Care Ltd | Equity | 3 |
Carborundum Universal Ltd | Equity | 3 |
Indian Hotels Co Ltd | Equity | 3 |
Thermax Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 95 |
Cash - Repurchase Agreement | 5 |
Cash - Collateral | 0 |
Bond - Gov't Treasury | 0 |
Sector | Percent |
---|---|
Consumer Cyclical | 34 |
Financial Services | 15 |
Basic Materials | 13 |
Industrials | 13 |
Healthcare | 6 |
Fund Manager
Sohini Andani
12+ years of experience
Mohit Jain
5+ 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.
About
partnerforlife@sbimf.com
Phone
18002093333
Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051