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: 1.67% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 21,177 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 13% | Exit Load: Exit load of 1% if redeemed within 1 year |
205.3514
-3.8 (-1.8519%)
16.37%
Benchmark: 16.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
The scheme aims 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.15 |
| Sharpe Ratio | 0.77 |
| Alpha | -0.3 |
| Beta | 0.75 |
| 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 | 3.0 | 18.76 | 15.49 | 22.9 | 13.94 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.62 | 32.59 | 27.04 | 26.32 | 16.54 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.54 | 28.2 | 19.75 | 21.9 | 14.91 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 8.52 | 27.72 | 20.26 | 24.65 | 15.83 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 7.68 | 25.01 | 18.54 | 19.75 | 13.27 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 6.76 | 20.22 | 16.52 | 21.46 | 15.51 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 6.29 | 20.25 | 13.15 | 18.28 | 14.08 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 5.82 | 23.96 | 15.23 | 18.19 | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 5.81 | 27.6 | 20.56 | 23.85 | 15.35 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 5.42 | 27.62 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.32%
Others
6.47%
Large Cap
7.14%
Mid Cap
66.07%
