Sbi Magnum Midcap Fund - Idcw Reinvestment

Item: Sbi Magnum Midcap Fund - Idcw Reinvestment
Rating: 2
Author: RankMF

Equity Create Wealth

 Mid Cap Fund
Category Rank
Rating
The overall quality of stocks in the fund portfolio is poor.
It holds too many stocks in the portfolio to generate any meaningful outperformance
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								57.7721

							(29/03/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                50.37
	                                
	                                63.70

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Sbi Magnum Midcap Fund - Idcw Reinvestment

Equity

Mid Cap Fund

Create Wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

57.7721
(29/03/2023)

Time to Invest

Rating

The overall quality of stocks in the fund portfolio is poor.
It holds too many stocks in the portfolio to generate any meaningful outperformance

	L 52Wk H
50.37		63.70

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Investment Objective

To provide investors with opportunities for long-term growth in capital alongwith the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Midcap companies are those companies whose market capitalization at the time of investment is lower than the last stock in the S&P CNX Nifty Index less 20% (upper range) and above Rs. 200 crores. .

Category
Equity - Mid Cap Fund
Benchmark
Nifty Free Float Midcap 150 - TRI
Returns
Absolute
1M
-2.89%
3M
-2.36%
6M
-3.20%
 Annualised
1Y
4.92%
3Y
39.25%
5Y
12.27%

Historical NAV

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

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

8732.60 Cr

Sbi Magnum Midcap Fund - Idcw Reinvestment AUM is 38% higher than other schemes in the category

Load

Entry Load - NIL

Exit Load - 1% on or before 1Y Nil after 1Y

Lock In Period - NIL

Expense Ratio

2.01%

Turnover Ratio

11.00%

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SBI MAGNUM MIDCAP FUND - IDCW REINVESTMENT

Rating

NAV

57.7721 (29/03/2023)

Average Return (XIRR p.a.)

Get upto -15.86% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

15.86%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus
Compare Returns

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 30th March 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Sbi Magnum Midcap Fund - Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus
Compare Returns

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Sbi Magnum Midcap Fund - Idcw Reinvestment

17%

Average Return (XIRR p.a.)

Get upto 1.14%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

15.86%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus
Compare Returns

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Sbi Magnum Midcap Fund - Idcw Reinvestment

Sbi Magnum Midcap Fund - Idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top SBI Mutual Funds

Mutual Funds

Sbi Magnum Midcap Fund - Idcw Reinvestment

Sbi Magnum Midcap Fund - Idcw Reinvestment

Overview

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top SBI Mutual Funds

Mutual Funds

Timer STP

Invest Now

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