SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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Mid Cap NAV 57.2906 0 24 March, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 29 March, 2005
Benchmark NIFTY Midcap 150
Asset Size(Cr) 8732.60 (As on 28-02-2023)
Turn over 12%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.8% (As on 31-01-2023)
Fund Manager Sohini Andani, Mohit Jain

Investment Returns (As on 24 Mar, 2023)

Duration Returns Benchmark Category
1 W -1.35% 0.54% -1.52%
1 M -3.17% -2.48% -3.02%
3 M -0.41% -4.01% -2.42%
6 M -7.1% -1.21% -6.18%
1 Y 4.62% 0.21% 0.27%
2 Y 15.38% 8.63% 12.07%
3 Y 41.54% 32.39% 34.71%
5 Y 12.49% 12.64% 11.57%

Risk Mesasures (As on 24 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.99 1.31 -5.35 0.97
Benchmark 0 0 0 0
Returns Compare with Others
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 4.62% 41.54% 12.49%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.77% 38.55% 12.34%
Kotak Emerging Equity Scheme - Growth 4.47% 37.82% 13.91%
Axis Midcap Fund - Regular Plan - Growth -5.09% 27.17% 14.36%
DSP Midcap Fund - Regular Plan - Growth -5.15% 24.59% 8.53%

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