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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 20,890.26 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 13% | Exit Load: Exit load of 1% if redeemed within 1 year |
223.8178
-5.22 (-2.3336%)
16.73%
Benchmark: 17.52%
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 | 14.39 |
| Sharpe Ratio | 0.68 |
| Alpha | -0.5 |
| 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 | 7.12 | 23.39 | 17.42 | 31.78 | 14.92 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.43 | 33.25 | 22.91 | 30.42 | 16.58 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 14.64 | 33.38 | 23.07 | 33.58 | 17.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 12.98 | 36.11 | 26.6 | 37.24 | 17.54 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.87 | 30.67 | 21.76 | 28.33 | 14.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.49 | 31.54 | 22.21 | 29.64 | 14.69 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.32 | 25.7 | 18.7 | 30.39 | 16.8 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.28 | 31.87 | - | - | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.26 | 33.24 | 23.64 | 33.49 | 17.33 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 9.74 | 31.43 | 24.78 | 33.48 | 17.09 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.75%
Others
7.95%
Large Cap
7.71%
Mid Cap
67.59%
