Why should you choose SBI Magnum Midcap Fund?

Mutual Fund

SBI Magnum Midcap Fund is an open ended equity fund managed by Ms. Sohini Andani. SBI Magnum Midcap Fund invests in diversified stocks of mid cap companies which will help in long-term capital generation.

This fund was launched on 29th March 2005. SBI Magnum Midcap Fund invests primarily in mid-sized companies which yielda a good amount of return with moderately high high risk profile. You can invest in SBI Magnum Midcap Fund sip mode for a minimum of Rs.500. 

Why choose SBI Magnum Midcap Fund?

  • SBI Magnum Midcap Fund invests 96.7% in equity stocks, out of which it invests 66.26% in mid cap stocks, 22.98% in small cap stocks and 7.46% in large cap stocks. 
  • SBI Magnum Midcap Mutual Fund investment in order to choose the appropriate company stocks follow bottom-up approach to stock picking.
  • Investment in this fund is very easy and convenient. You can either go for SBI Magnum Midcap Fund sip mode or lump-sum mode.
  • SBI Magnum Midcap Fund regular growth option offer its investors with an attractive return.
  • SBI Magnum Midcap Fund under SBI fund house offers higher return with adjusted risk profile.
  • SBI Magnum Midcap Fund growth option has faced many ups and down in the equity market and has been successful in giving a higher return.
  • SBI Magnum Midcap Fund regular growth plan has gained the trust of its customers for more than 10 years.
  • Invetsors who aims to gain a good amount of return by investing for 3 to 4 years minimum in a mutual fund can easily invests in SBI Magnum Midcap Fund growth plan. 

Top 5 Sectors of SBI Magnum Midcap Fund

S.No. Holding Name Net Assets (in %)
1 Pharmaceuticals and Drugs 15.26
2 Finance – NBFC 12.71
3 Bank – Private 6.79
4 Finance – Housing 6
5 Bearings 5.78

(as on 28/03/2019)

Top 10 Holdings of SBI Magnum Midcap Fund

S.No. Holding Name Net Assets (in %)
1 Cholamandalam Investment and Finance Company Ltd. 4.76
2 Carborundum Universal Ltd. 4.37
3 Godrej Properties Ltd. 4.32
4 The Ramco Cements Ltd. 3.95
5 PNB Housing Finance Ltd. 3.86
6 Sheela Foam Ltd. 3.58
7 PI Industries Ltd. 3.51
8 Torrent Pharmaceuticals Ltd. 3.33
9 Divi’s Laboratories Ltd. 3.24
10 Schaeffler India Ltd. 3.19

(as on 28/03/2019)

SBI Magnum Midcap Fund Details  

Launch Date- March 29, 2005

Fund Manager- Ms. Sohini Andani
Risk- Moderately High
Benchmark- NIFTY Midcap 150
Return Since Launch- 15.45%
AUM- Rs. 3445.12 crore (as on 28th Feb, 2019)

Here you can see SBI Magnum Midcap Fund performance-

  1-Year 3-Year 5-Year 10-Year
Fund -5.53 8.91 16.51 22.41
S&P BSE 150 MidCap TRI -4.28 14.75 19.45 20.88
Category -1.18 13.54 18.75 22.77
Rank within Category 20 20 18 10
Number of funds in category 23 20 20 16
As on Mar 29, 2019

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