SBI Magnum Midcap Fund Regular Growth

• Alpha 2.01%
• Beta 0.98
• Sharpe Ratio1.06
• Std Deviation 12.72%
• Tracking Error 4.88%

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.

The SBI Magnum Midcap Fund Regular Growth has an AUM of 21406.76 crores & has delivered CAGR of 27.62% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.67%. The minimum investment in SBI Magnum Midcap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps, CRISIL, Torrent Power & Sundaram Finance.

The major sectors where the fund is invested are Consumer Financial Services, Misc. Capital Goods, Construction Services & Chemical Manufacturing.

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Nippon India Growth Fund - Growth, SBI Magnum Midcap Fund Regular Growth, Axis Midcap Fund Growth, DSP Midcap Fund Growth. SBI Magnum Midcap Fund Regular Growth has a sharpe ratio of 1.06 & a standard deviation of 12.72%.