SBI Midcap Fund is an open-ended scheme, invests predominantly in equity and equity-related securities of mid-cap companies. For ensuring a minimum amount of liquidity, it also invests its corpus in debt and money-market securities. SBI Magnum Midcap Fund aims to provide the long-term capital growth to investors with the appetite of tolerating of moderately high-risk. SBI Magnum Mid Cap Fund follows the bottom-up approach for picking the stocks and choosing companies across sectors.
|Fund Type||Open Ended|
|Benchmark||NIFTY Midcap 150|
|Asset Size(Cr)||3742.5 (As on Mar 31, 2019)|
|Fund Manager||Sohini Andani|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|L&T Midcap Fund (G)||-9.01%||15.79%||21.13%|
|DSP Midcap Fund (G)||-5.47%||14.24%||18.89%|
|Axis Mid Cap Fund (G)||2.35%||13.87%||18.03%|
|HDFC Mid-Cap Opportunities Fund (G)||-7.01%||13.49%||18.37%|
|Reliance Growth Fund (G)||-2.69%||13.31%||15.79%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
SBI Midcap Fund g was launched in March 2005 and has delivered 18.1% returns since its inception. It has Rs.2,623 crore Assets under Management (AUM) as on August 31st, 2016, with an expense ratio of 2.07%. Sohini Andani is the fund manager of this scheme and managing the portfolio outstandingly. SBI Magnum Midcap Fund Growth has constantly outperformed the other schemes of sbi midcap fund category over the last five years.
SBI Magnum MidCap Fund is an open-ended scheme that aims to provide opportunities for long-term capital growth to the investors. In addition, SBI midcap fund also offers liquidity of funds along with the flexibility of redeeming the same. This fund mainly invests the money in the stocks of the companies having medium market capitalisation with a well-diversified portfolio. The risk associated with sbi magnum midcap fund g online investment strategy is comparatively higher but also promises to yield maximum returns.
So, the investors who are seeking long-term investments in the diversified basket of equity stocks in order to fetch capital appreciation and have the capacity to bear risk appetite can invest their money in the SBI Midcap Fund nav. It would definitely help them attain the financial goals, along with many other benefits. Here we provide an overview of sbi magnum midcap fund plan, to let you know about its proficiency of building one’s future.
The scheme is a good performer in the industry and holds the second rank under the mid cap category as per rating assigned by CRISIL for quarter ended in June 2016. Its performance since inception has been consistent due to the high-yielding returns offered. In the year 2012, This fund offered absolute annual returns around 48.3%, which upheld its market position. This fund has made tremendous investments which capacitate the proficiency of offering higher values. The annualised returns for three and five years investment are 41.9% and 27.4%. Accordingly, one can put the money in sbi midcap fund strategy to earn great wealth in the future. It would definitely yield high growth to capital in the long run.
It is an open-ended regular plan which offers growth along with heavy returns. The major investments are made in the equities of the mid-cap companies. There also, sbi midcap fund nav has made wide diversification in different sectors in order to minimise the associated risk and generate higher returns. Its set benchmark against which performance of this fund is evaluated is S&P BSE MIDCAP. The minimum investment amount for this fund is Rs.5000 and one can invest in it via lump sum payment or through SIP.
The major investments of sbi magnum mid cap fund plan have been made in the equity stocks. In addition, to provide diversification, it has invested a certain portion of the money in cash or call instruments as well, that helps one earn some regular income. 65.61% of the total equity investment is put in the stocks of mid-cap companies, and the remaining has been invested in the large- and small-cap entities. Furthermore, the sectors allocation graph depicts major investments in the financial, healthcare, chemicals, engineering and construction sectors. The top five holdings of SBI Midcap Fund include:
Consequently, SBI Magnum Midcap Growth Plan as offered by SBI mutual funds holds all the major traits required to make a filthy investment and earn capital appreciation in the future.
If you too are seeking long-term investment in the best strategy for appreciating the worth of your money and creating a fortune for yourself. We highly recommend sbi magnum midcap nav plan as its performance and our research have proved that it yields the definite returns and can offer the desired growth to the investors in the future. you shoulda also check 5 Best Mid Cap Funds to Invest in 2018
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