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

229.0408

16.87%

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 14.39
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 9.68 24.84 17.77 32.43 15.21
Invesco India Midcap Fund - Growth Option 19-04-2007 19.29 34.87 23.11 31.08 16.88
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.38 34.62 23.14 34.15 17.63
Franklin India Prima Fund-Growth 01-12-1993 15.47 31.77 21.8 28.88 14.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.36 36.43 26.61 37.5 17.65
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 14.19 34.49 23.9 34.1 17.6
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 14.03 32.69 22.4 30.13 14.91
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 13.95 33.08 - - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 13.73 26.84 18.81 30.95 17.06
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 11.66 32.1 24.52 33.93 17.29

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

16.75%

Others

7.95%

Large Cap

7.71%

Mid Cap

67.59%

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