Mutual Fund- 

SBI Magnum Mid cap fund

By Rajendra

Sep 28, 2022

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  - 8,044 Cr

Fund Manager

Sohini Andani

Fund predominantly invests (minimum 65%) in midcap stocks

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Market Cap Exposure

Large Cap

Mid Cap

4.98%

65.99%

SBI Flexi Cap Fund

Small Cap

24.40%

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

Top 5 Holding

Page Inds

Tube Investment

Sheea Foam

Schaeffler

CRISIL

5.71

5.20

4.82

4.54

4.49

Total  -24.76

Automobile

Financial Services

Capital Goods

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Top 5 Sector -61.64%

18.64

14.91

13.06

7.91

7.12

Textile

Chemical

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Scheme Performance

Exit Load

Upto 1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

16.82%

31.42%

14.43%

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SIP Performance

Exit Load

upto 1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

13,172

59,215

1,07,163

Returns

18.71%

35.23%

23.43%

Monthly SIP of 1,000