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: 21,818.37 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 13% | Exit Load: Exit load of 1% if redeemed within 1 year |
209.5559
-0.26 (-0.1246%)
16.5%
Benchmark: 17.13%
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 | 3.7 | 20.24 | 16.66 | 22.49 | 14.26 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.92 | 34.81 | 28.25 | 26.25 | 16.97 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.08 | 29.82 | 21.28 | 21.78 | 15.34 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.25 | 29.35 | 21.85 | 24.31 | 16.29 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.16 | 22.32 | 18.45 | 21.39 | 16.06 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 8.41 | 26.5 | 20.01 | 19.42 | 13.68 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 8.03 | 26.02 | 17.09 | 18.08 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 7.38 | 21.18 | 14.33 | 18.13 | 14.41 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 7.01 | 29.43 | 22.17 | 23.7 | 15.91 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 6.74 | 29.68 | - | - | - |
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%
