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: 1.68% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 19,391.73 Cr As on 28-02-2025(Source:AMFI)
Turn over: 13% | Exit Load: Exit load of 1% if redeemed within 1 year

218.9245

16.66%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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

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 14.04
Sharpe Ratio 0.65
Alpha -0.93
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 - Regular Plan - Growth 29-03-2005 5.76 23.73 16.91 33.2 14.16
Invesco India Midcap Fund - Growth Option 19-04-2007 16.39 33.92 21.36 31.7 15.77
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 15.23 36.95 27.4 37.75 16.69
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 13.83 32.48 21.47 35.18 16.35
Franklin India Prima Fund-Growth 01-12-1993 12.66 30.28 20.33 29.94 14.05
Kotak Emerging Equity Scheme - Growth 30-03-2007 11.63 25.67 17.68 32.31 16.16
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.86 32.25 - - -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 10.74 33.25 22.14 35.42 16.4
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 10.49 29.36 17.24 28.52 -
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 9.8 31.51 20.8 30.79 13.97

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

17.44%

Others

8.44%

Large Cap

7.89%

Mid Cap

66.23%

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