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

219.2381

16.68%

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
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 8.55 25.43 17.97 33.17 14.69
Invesco India Midcap Fund - Growth Option 19-04-2007 18.51 35.56 22.18 31.34 16.17
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.58 34.77 22.88 35.1 16.85
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 16.94 38.55 28.3 36.62 16.94
Franklin India Prima Fund-Growth 01-12-1993 16.06 32.03 21.56 29.41 14.4
Kotak Emerging Equity Scheme - Growth 30-03-2007 15.29 27.38 19.1 31.91 16.71
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 13.75 35.28 23.27 34.44 16.85
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 13.38 34.36 - - -
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 13.03 31.37 18.13 28.07 -
JM Midcap Fund (Regular) - Growth 21-11-2022 12.64 34.26 - - -

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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