Mutual Fund- 

SBI Magnum Mid cap fund

By Rajendra

Mar  27, 2023

image source -Unsplash

Scheme Analysis

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SBI Magnum Mid Cap Fund

Category 

Mid Cap

Inception

Sep 29, 2005

Benchmark

Nifty MidCap 150

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AUM  - 8,743 Cr

Fund Manager

Sohini Andani

Fund predominantly invests (minimum 65%) in midcap stocks

Top 5 Holding

CRISIL

Tube Investment

Schaeffler India

Page Inds

Thermax

5.43

4.44

4.10

3.82

3.73

Total  -  21.52

Automobile

Capital Goods

Financial Service

Top 5 Sector

18.72

15.93

15.70

7.12

6.65

Chemicals

Textiles

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Market Cap Exposure

Large Cap

Mid Cap

10.65%

65.55%

SBI Flexi Cap Fund

Small Cap

21.04%

Fund follows a blend of growth and value style of investing while following a bottom-up strategy for stock selection across sectors

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,337

51,023

99,281

Returns

5.30%

24.10%

20.28%

Monthly SIP of 1,000

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

9.21%

25.72%

12.31%