SBI Magnum Midcap Fund - Growth - Direct Plan

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  • Net Change on 28-06-2022

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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. Midcap companies are those companies whose market capitalization at the time of investment is lower than the last stock in the S&P CNX Nifty Index less 20% (upper range) and above Rs. 200 crores.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH -1.82 -3.53 8.75 21.98 12.22 18.58
Nifty Free Float Midcap 150 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI -2.83 -7.09 2.07 11.82 12.86 13.14

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 8.75 21.98 12.22 1.03 6,891.23
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 3.66 16.61 11.53 1.01 30,341.25
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 3.24 20.56 14.27 0.48 18,654.69
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 0.79 19.46 17.18 0.47 17,164.77
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -7.65 13.96 10.29 0.76 13,180.66
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.44 18.99 13.95 1.22 11,628.70

Fund Holdings as on 31-May-2022

  • Page Industries Ltd.

  • Sheela Foam Ltd.

  • Tube Investments of India Ltd.

  • Schaeffler India Ltd.

  • CRISIL Ltd.

  • Thermax Ltd.

  • TREPS

  • Cholamandalam Investment & Finance Co. Ltd.

  • Carborundum Universal Ltd.

  • Max Healthcare Institute Ltd.

  • The Indian Hotels Company Ltd.

  • Coromandel International Ltd.

  • Procter & Gamble Hygiene and Health Care Ltd.

  • JK Cement Ltd.

  • Gujarat State Petronet Ltd.

  • Tatva Chintan Pharma Chem Ltd.

  • Sona Blw Precision Forgings Ltd.

  • Bharat Forge Ltd.

  • Godrej Properties Ltd.

  • The Phoenix Mills Ltd.

  • SKF India Ltd.

  • Torrent Power Ltd.

  • TVS Motor Company Ltd.

  • The Ramco Cements Ltd.

  • Endurance Technologies Ltd.

  • Gokaldas Exports Ltd.

  • PI Industries Ltd.

  • Net Receivable / Payable

  • Mahindra & Mahindra Financial Services Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • HDFC Bank Ltd.

  • Medplus Health Services Ltd.

  • ABB India Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • The Federal Bank Ltd.

  • Minda Industries Ltd.

  • Sanofi India Ltd.

  • City Union Bank Ltd.

  • National Aluminium Company Ltd.

  • Chemplast Sanmar Ltd.

  • Natco Pharma Ltd.

  • Shriram City Union Finance Ltd.

  • Oberoi Realty Ltd.

  • Prism Johnson Ltd.

  • Dodla Dairy Ltd.

  • Nuvoco Vistas Corporation Ltd.

  • Indian Bank

  • Pfizer Ltd.

  • Housing and Urban Development Corporation Ltd.

  • Info Edge (India) Ltd.

  • Swaraj Engines Ltd.

  • Computer Age Management Services Ltd.

  • Hatsun Agro Product Ltd.

  • Mangalam Cement Ltd.

  • NCC Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Indigo Paints Ltd.

  • Oil India Ltd.

  • Happiest Minds Technologies Ltd.

  • NRB Bearings Ltd.

  • Manpasand Beverages Ltd.

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  • Household & Personal Products

  • Textile

  • Auto Ancillary

  • Bearings

  • Cement & Construction Materials

  • Finance - NBFC

  • Miscellaneous

  • Construction - Real Estate

  • Cycles

  • Pharmaceuticals & Drugs

  • Ratings

  • Engineering - Industrial Equipments

  • Bank - Private

  • Abrasives

  • Hospital & Healthcare Services

  • Chemicals

  • Hotel, Resort & Restaurants

  • Fertilizers

  • Gas Transmission/Marketing

  • Forgings

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Aluminium & Aluminium Products

  • Consumer Food

  • BPO/ITeS

  • Bank - Public

  • Finance - Housing

  • Diesel Engines

  • Engineering - Construction

  • Paints

  • Oil Exploration

  • IT - Software

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Fund Manager

  • Education:B.Com, C.A
  • Experience:16 Years
  • Basic Details:Ms. Sohini has more than 15 Years of experince in Financial Services. She has been working with SBI funds Management Pvt. Ltd as Head of Research For 2 years. she worked with many organizations viz. ASK Raymond James & Associates Pvt. Ltd., LKP Shares & Securities Ltd., Advani Share Brokers Pvt. Ltd., CRISIL, K R Choksey Shares & Securities Pvt. Ltd. handling primarily equity research responsibilities.
  • Funds Managed:
  • SBI Blue Chip Fund
  • SBI Blue Chip Fund
  • SBI Magnum Midcap Fund
  • Cash

  • Equity

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About SBI Magnum Midcap Fund

Scheme Analysis

SBI Magnum Midcap Fund is a Equity - Mid Cap Fund fund and belongs to SBI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹6,891.23 crore. SBI Magnum Midcap Fund is benchmarked against Nifty Free Float Midcap 150 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Magnum Midcap Fund ended up ₹0.74(0.53%)yesterday to ₹141.0328.

Among its top 3 holdings the fund has exposure to Page Industries Ltd., and

The SBI Magnum Midcap Fund is managed by Sohini Andani .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com