SBI Magnum Midcap Fund Direct
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 Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 200 Index
Scheme AUM (in Crs.)
₹ 3443.63
Expense Ratio
1.24%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | Nifty Midcap 200 Index |
| Scheme AUM (in Crs.) | ₹ 3443.63 |
| Expense Ratio | 1.24% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 264353 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
Cholamandalam Investment & Finance Co. Ltd.
Equity
5.72
PNB Housing Finance Ltd.
Equity
4.75
Godrej Properties Ltd.
Equity
4.28
The Ramco Cements Ltd.
Equity
4.05
Sheela Foam Ltd.
Equity
3.77
Dixon Technologies (India) Ltd.
Equity
3.74
Voltas Ltd.
Equity
3.71
Carborundum Universal Ltd.
Equity
3.64
Torrent Pharmaceuticals Ltd.
Equity
3.49
Mahindra & Mahindra Financial Services Ltd.
Equity
3.46
Sector Allocation(%)
Sector
Percent
Chemicals
6.61
Financial
28.34
Healthcare
16.86
Engineering
13.23
Construction
12.37
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.
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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