SBI Magnum Midcap Fund - Direct Plan - Growth

Fund House: SBI Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 0.82% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 22,401.18 Cr As on 30-05-2025(Source:AMFI)
Turn over: 13% | Exit Load:

\r\n\tFor exit within 1 year from the date of allotment - 1%;

\r\n

\r\n\tFor exit after 1 year from the date of allotment - Nil.

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262.7502

19.64%

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
0 Years 0 Months
1 Years 5 Months
1 Years 10 Months
8 Years 0 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 13.93
Sharpe Ratio 1.04
Alpha -0.67
Beta 0.77
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 - Direct Plan - Growth 01-01-2013 1.53 19.72 23.77 30.22 15.88
Invesco India Midcap Fund - Growth Option 19-04-2007 15.29 34.36 32.55 30.6 17.78
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.17 30.36 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 10.09 32.64 31.37 33.26 18.03
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 9.09 33.46 35.05 36.33 17.55
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 7.73 30.42 29.81 28.66 15.23
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 7.29 31.39 30.83 32.78 17.96
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 7.09 28.59 32.03 32.05 17.74
Kotak Emerging Equity Scheme - Growth 30-03-2007 5.97 27.22 27.34 30.37 17.87
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 5.74 25.9 - - -

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

14.98%

Others

6.53%

Large Cap

5.94%

Mid Cap

72.55%

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