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SBI Magnum Midcap Fund

Fund Manager

  • src=https://www.sbimf.com/en-us/our%20people/sohini%20andani.jpg

    Ms. Sohini Andani

    Managing this fund since Jul 2010.

    Total experience 23 years .

    See all Open-Ended funds managed by Ms. Sohini Andani

    Ms. Sohini Andani

    Description :

    Sohini joined SBIFM as Head of Research in 2007 and was subsequently promoted as a portfolio manager in 2010. Prior to joining SBIFM, Sohini was a senior research analyst at ING Investment Management. Sohini has over.11 years of experience in research on the sell side. Her previous assignments were with leading broking outfits such as ASK Raymond James, LKP Shares and Securities, Advani Share Brokers and KR Choksey Shares and Securities. Sohini is a Commerce graduate from Mumbai University and a Chartered Accountant from ICAI.

    Total experience: 23 years

    Open-Ended funds Managed by Ms. Sohini Andani

    • Category

      EQUITY

    • AUM ():

      5594.39 Cr as on 30 Jun 2021

    • Risk

      VERY HIGH

      riskometer

      • Long term capital appreciation.
      • Investments predominantly in a well diversified equity stocks of midcap companies.
    • Benchmark

      Nifty Midcap 150

    • Exit Load

      Read more

      For exit within 1 year from the date of allotment - 1%;

      For exit after 1 year from the date of allotment - Nil.

    • Type of Scheme

      Read more

      An open-ended Equity Scheme predominantly investing in mid cap stocks.

    • Launch Date

      March 29, 2005

    Returns

    as onJuly 31, 2021

    16.74%

    * for Regular Growth

    Min Lumpsum ()

    5000 & in multiples of 1

    Min Additional Lumpsum ()

    1000 & in multiples of 1

    • Fund Overview
    • Portfolio
    • Historical NAV
    • Documents
    • TAX Status
    • Performance
    • Index Constituent
    • SBI Magnum Midcap Fund aims to provide investors with opportunities for long-term growth in capital by investing predominantly in a well-diversified basket of equity stocks of Midcap companies.
    •  
    • The fund predominantly invests (minimum 65%) in midcap stocks.*
    •  
    • SBI Magnum Midcap Fund selectively invests the remaining assets in other equities and equity related instruments (including large cap and small cap) and/or debt and money market instruments.
    •  
    • The fund follows a blend of growth and value style of investing while following a bottom-up strategy for stock selection across sectors. 
    •  

    * Mid Cap means:101st to 250th company in terms of full market capitalization. The exposure will be as per limits/classification defined by AMFI/SEBI from time to time. 

    Compounded Annualized Growth Rate Performance

    Last 1 Year Last 3 Year Last 5 Year Since Inception(29/03/2005)
    SBI Magnum MidCap Fund81.85%18.87%12.93%16.74%
    Scheme Benchmark: - Nifty Midcap 150 TRI

    Benchmark

    80.78%17.4%17.69%N.A.
    Additional Benchmark: - S&P BSE Sensex TRI

    Additional Benchmark

    41.55%13.14%14.73%15.39%

    Current Value of Standard Investment of Rs 10,000

    Last 1 Year Last 3 Year Last 5 Year Since Inception(29/03/2005)
    SBI Magnum MidCap Fund 18185 16797.36 18382.13 125562.1
    Scheme Benchmark: - Nifty Midcap 150 TRI

    Benchmark

    18078 16181.99 22594.87N.A.
    Additional Benchmark: - S&P BSE Sensex TRI

    Additional Benchmark

    14155 14483.63 19895.64 103829.77
    Notes:
    • Different plans shall have different expense structure. In case of return calculated the dividend option, it is assumed that dividend declared under the schemes have been reinvested at the prevailing NAV
    • Past performance may or may not be sustained in future and same may not necessarily provide the basis for comparison with other investment
    • Load is not considered for computation of returns
    • Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement. In case, the start/end date of the concerned period is a non-business day, the NAV of the previous date is considered for computation of returns
    • The data of the last working day has been considered for the calculation of performance
    • Wherever TRI data since inception for benchmarks is not available, benchmark performance is calculated using composite of CAGR and TRI values of the benchmark
    • The performance of the schemes is benchmarked to the Total Return variant of the Index
    • To view other open ended funds managed by the fund manager go to the Fund Manager section

    Quantitative Data As on 31-Jul-2021

    Standard Deviation*: 26.69%
    Beta*: 0.97
    Expense Ratio**: 0.00
    Portfolio Turnover: 0.42

    *Source: CRISIL Fund Analyser

    *Risk Free rate: FBIL Overnight Mibor rate (9.39% as on ) basis for ratio calculation : 3 Years Monthly Data points

    **Expense ratio exclusive of Service Tax on Management Fees

    Portfolio Holdings

    As on  31/07/2021

    Stock Name (%) Of Total AUM
    CASH, CASH EQUIVALENTS AND OTHERS 6.39
    SHEELA FOAM LTD. 5.88
    GODREJ PROPERTIES LTD. 4.32
    PAGE INDUSTRIES LTD. 4.25
    CARBORUNDUM UNIVERSAL LTD. 4.01
    JK CEMENT LTD. 3.92
    GUJARAT STATE PETRONET LTD. 3.60
    TUBE INVESTMENTS OF INDIA LTD. 3.28
    THE RAMCO CEMENTS LTD. 3.19
    COROMANDEL INTERNATIONAL LTD. 3.10

    Sectoral Breakdown (in %)

    Click here for Franklin Templeton Liquidation Process of Securities to Potential buyers

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