SBI Magnum Midcap Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Equity: Mid Cap
Launch Date: 29-03-2005
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.66% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 21,512.11 Cr As on 30-04-2025(Source:AMFI)
Turn over: 13% | Exit Load: For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.

237.8024

16.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 0 Months
9 Years 2 Months
9 Years 7 Months
15 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide investors with opportunities forlong-term growth in capital along with theliquidity of an open-ended scheme byinvesting predominantly in a well diversifiedbasket of equity stocks of Midcapcompanies.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.34
Sharpe Ratio 0.73
Alpha -1.7
Beta 0.78
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 7.1 20.52 22.11 30.77 15.47
Invesco India Midcap Fund - Growth Option 19-04-2007 22.7 35.79 30.97 31.16 18.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.51 33.94 30.03 34.2 18.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 17.32 32.16 - - -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.65 33.75 34.07 37.15 17.99
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 13.78 33.53 29.91 34.09 18.51
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13.66 32.76 28.88 29.99 15.81
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 12.45 30.55 31.03 33.61 18.23
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 12.43 27.27 - - -
Franklin India Prima Fund-Growth 01-12-1993 12.09 30.2 28.32 28.18 15.74

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.29%

Others

5.29%

Large Cap

7.83%

Mid Cap

71.59%

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