Share Fund
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 1.19% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 3,596 |
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 | 3.29% |
L&T Midcap Fund - Direct Plan | 1000 | 1000 | 2.61% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 3.29% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 14.39% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 6.45% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 7.36% |
Company | Holding Type | Asset(%) |
---|---|---|
PI Industries Ltd | Equity | 7 |
Sheela Foam Ltd | Equity | 6 |
Godrej Properties Ltd | Equity | 5 |
Coromandel International Ltd | Equity | 5 |
Cholamandalam Investment and Finance Co Ltd | Equity | 4 |
Hexaware Technologies Ltd | Equity | 4 |
Gujarat State Petronet Ltd | Equity | 3 |
Ramco Cements Ltd | Equity | 3 |
Sanofi India Ltd | Equity | 3 |
Carborundum Universal Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 98 |
Cash - Repurchase Agreement | 2 |
Cash | 1 |
Sector | Percent |
---|---|
Basic Materials | 20 |
Consumer Cyclical | 16 |
Healthcare | 16 |
Industrials | 14 |
Financial Services | 12 |
Fund Manager
Sohini Andani
10+ 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
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),, Mumbai - 400 051