SBI Magnum Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Magnum Midcap IDCW Reinvest Direct Plan

NAV
₹141.9541
-2.28%
(25 Apr)
AUM
20,890 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.5%
+10.5%
+10.5%
+8.1%
+7.0%
+6.4%
3Y
+25.6%
+25.6%
+25.6%
+18.4%
+24.9%
+19.6%
5Y
+34.4%
+34.4%
+34.4%
+33.0%
+36.2%
+30.0%
ALL
+20.7%
+20.7%
+20.7%
+14.6%
+22.1%
+17.8%
VOL
17.5%
17.5%
17.5%
17.6%
19.6%
-
TER
0.9%
0.9%
0.9%
0.8%
0.6%
-
AUM
₹72,610 Cr
₹72,610 Cr
₹72,610 Cr
₹20,890 Cr
₹26,028 Cr
-
INFO
1.19
1.19
1.19
0.83
1.13
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Magnum Midcap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Treps
7.3%
Bajaj Finance Ltd
3.4%
Torrent Power Ltd
3.3%
Shree Cement Ltd
3.3%
Sundaram Finance Ltd
3.3%
CRISIL Ltd
3.2%
Max Healthcare Institute Ltd Ordinary Shares
2.9%
Mahindra & Mahindra Financial Services Ltd
2.7%
K.P.R. Mill Ltd
2.6%
Schaeffler India Ltd
2.6%
Top industry exposure
Consumer Cyclical
20.4%
Financial Services
19.2%
Healthcare
13.7%
Industrials
11.6%
Basic Materials
11.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Bhavin Vithlani

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