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3 Year return

24.11%
Launched on January 2013 (12 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹22406.12 Cr.

Expense Ratio

0.82% (inclusive of GST)

Exit Load

For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.

Ratings

ARQ Rating
5

Ratings by other agencies

4
4
3

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
Sundaram Finance Ltd3.64%
Torrent Power Ltd3.36%
CRISIL Ltd3.31%
Bajaj Finance Ltd3.21%
Shree Cement Ltd3.11%
Others83.37%
Other Holdings% of Asset
Tata Elxsi Ltd2.81%
Max Healthcare Institute Ltd2.81%
Schaeffler India Ltd2.58%
Jubilant Foodworks Ltd2.49%
Federal Bank Ltd2.47%
Mahindra & Mahindra Financial Services Ltd2.44%
Glaxosmithkline Pharmaceuticals Ltd2.34%
Bharat Forge Ltd2.31%
AIA Engineering Ltd2.23%
K P R Mill Ltd2.21%
Berger Paints India Ltd2.16%
Honeywell Automation India Ltd2.09%
Page Industries Ltd2.04%
L&T Technology Services Ltd1.98%
Indus Towers Ltd1.90%
HDFC Bank Ltd1.88%
Carborundum Universal Ltd1.85%
Dalmia Bharat Ltd1.85%
Thermax Ltd1.84%
J K Cements Ltd1.84%
Colgate-Palmolive (India) Ltd1.80%
Procter & Gamble Hygiene and Health Care Ltd1.67%
Alkem Laboratories Ltd1.63%
Grindwell Norton Ltd1.57%
Jupiter Life Line Hospitals Ltd1.56%
Phoenix Mills Ltd1.55%
Mankind Pharma Ltd1.45%
FSN E-Commerce Ventures Ltd1.36%
Hindustan Petroleum Corporation Ltd1.32%
Godrej Properties Ltd1.31%
Motherson Sumi Wiring India Ltd1.30%
Sundram Fasteners Ltd1.28%
Indian Hotels Co Ltd1.28%
Tube Investments of India Ltd1.21%
Sanofi India Ltd1.16%
Voltas Ltd1.15%
Oberoi Realty Ltd1.13%
Indian Energy Exchange Ltd1.06%
Biocon Ltd1.05%
Coromandel International Ltd1.03%
HDFC Asset Management Company Ltd1.02%
Sheela Foam Ltd0.97%
Hatsun Agro Product Ltd0.93%
Torrent Pharmaceuticals Ltd0.84%
Sona BLW Precision Forgings Ltd0.81%
P I Industries Ltd0.68%
Relaxo Footwears Ltd0.48%
Sanofi Consumer Healthcare India Ltd0.43%
Max Financial Services Ltd0.43%
Nuvoco Vistas Corporation Ltd0.40%
Go Digit General Insurance Ltd0.09%
ICICI Lombard General Insurance Company Ltd0.01%
Manpasand Beverages Ltd0.00%

SBI Mutual Fund Managers

BV

Bhavin Vithiani

Fund Manager since Apr 2024

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹1,076,363.82 Cr.
No. of Schemes 301
Setup Date June 1987

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

36.5325%

4.5

Edelweiss Mid Cap Fund

33.5094%

3

Nippon India Fund

31.9779%

4.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Magnum Midcap Fund Direct Plan Growth

SBI Magnum Mid Cap Direct Plan-Growth is a mid-cap mutual fund scheme brought to you by SBI Mutual Fund. It is an open-ended mutual fund that primarily targets stocks listed in the Nifty mid-cap index. Mid-cap stocks, typically having a market capitalisation between ₹5,000 and ₹20,000 crore, can offer significant growth potential but also bring a level of risk. Importantly, this fund does not have a lock-in period, providing investors with greater flexibility and liquidity.

Investment Objective of the Scheme

The main objective of the SBI Magnum Midcap Fund Direct Growth is to offer investors the chance for long-term capital growth, coupled with the liquidity provided by an open-ended scheme. To achieve this, the fund primarily invests in a diversified selection of equity stocks from mid-cap companies, carefully balancing potential returns with associated risks.

Key Features of The Fund

5-year return 30.57%
Expense Ratio 0.82%
Fund Manager Bhavin Vithiani
Fund Size ₹22406.12 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The fund is an ideal fit for investors who are ready to commit their capital for at least 3 to 4 years and are looking for high returns. Investors should bear in mind the potential for moderate risk and must be prepared for the same. This fund suits investors with a moderately high-risk tolerance who are bullish about the high return potential of mid-cap companies.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest Regularly, Achieve Your Goals with SIPs

Regular investing is a cornerstone of building wealth for the future. SIPs (Systematic Investment Plans) make investing consistent and hassle-free. By setting up a fixed amount to be invested periodically, you can benefit from rupee-cost averaging and potentially reduce the impact of market volatility. Angel One's SIP calculator helps you plan your investment strategy and estimate potential returns.

FAQs

What is today's NAV of SBI Magnum Midcap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Magnum Midcap Fund on Jun 27 2025, is ₹268.3915

What is the AUM of SBI Magnum Midcap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Magnum Midcap Fund, is ₹22406.12 crore.

What is the expense ratio of SBI Magnum Midcap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Magnum Midcap Fund is 0.82%

What are the returns of SBI Magnum Midcap Fund since inception?

The SBI Magnum Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 19.83 since inception.

What is the minimum SIP amount to invest in SBI Magnum Midcap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Magnum Midcap Fund is ₹500.

How do I invest in SBI Magnum Midcap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Magnum Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Magnum Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Magnum Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of SBI Magnum Midcap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Magnum Midcap Fund on Jun 27 2025, is ₹268.3915

What is the AUM of SBI Magnum Midcap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Magnum Midcap Fund, is ₹22406.12 crore.

What is the expense ratio of SBI Magnum Midcap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Magnum Midcap Fund is 0.82%

What are the returns of SBI Magnum Midcap Fund since inception?

The SBI Magnum Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 19.83 since inception.

What is the minimum SIP amount to invest in SBI Magnum Midcap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Magnum Midcap Fund is ₹500.

How do I invest in SBI Magnum Midcap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Magnum Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Magnum Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Magnum Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.