SBI Magnum Midcap Fund Regular Growth
Medium
Risk
Equity
Mid Cap Fund
+
22.53
%
22.53
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
16459
NAV:
Mar 7, 2024
198.883
Sector
Tech
Type
Equity
Launched
Mar 2005
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
CRISIL Ltd
4.27
%
Sundaram Finance Ltd
3.77
%
Torrent Power Ltd
3.39
%
Thermax Ltd
3.34
%
Indian Hotels Co Ltd
3.09
%
Tube Investments of India Ltd Ordinary Shares
2.97
%
Schaeffler India Ltd
2.85
%
Coromandel International Ltd
2.29
%
Sona BLW Precision Forgings Ltd
2.2
%
Max Healthcare Institute Ltd Ordinary Shares
2.17
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Magnum Midcap Fund Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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