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sbi magnum midcap fund regular growth
SBI Magnum Midcap Fund Regular Growth

SBI Magnum Midcap Fund Regular Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jan 14, 2026
i
Price per unit of the scheme.
₹ 231.9952-0.10%1 Day Change
-0.65%
Minimum Investment₹5000
Expense Ratio1.76%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Magnum Midcap Fund Regular Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Magnum Midcap Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    1.76%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 23,359.53 Cr(As on Nov, 2025)
    Inception Date
    Mar 29, 2005
    Turnover
    11.00 %
    Exit Load
    For exit within 30 days from the date of allotment -0.25% For exit after 30 days and within 90 days from the date of allotment -0.10% • For exit after 90 days from the date of allotment - Nil

    bt_logoABOUT THE FUND

    Objective: 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.

    SBI Magnum Midcap Fund Regular Growth is an Equity - Mid-Cap fund. The fund was launched inMar 29, 2005. Its risk level is . The NAV of the fund as onJan 14, 2026 is ₹232.00. Its expense ratio is 1.76 %. The fund has an AUM of ₹23,359.53 Cr.The fund is managed bySohini Andani,Mohit Jain,Bhavin Vithlani,Pradeep Kesavan.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sohini Andani
    Sohini Andani
    i
    Lead Fund Manager.
    Jul 1, 2010 - Present
    • Fund Manager Rank16Out of 30
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM₹ 78,996.16 Cr
    • Highest Return In 1 Yr12.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Midcap Fund Direct Growth
    ₹ 261.08
    -0.57%
    -1.54%
    Very High Risk
    ₹23,359.53Cr
    SBI Bluechip Fund Direct Growth
    ₹ 106.33
    -0.14%
    -1.13%
    Very High Risk
    ₹55,636.63Cr
    SBI Magnum Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 261.08
    • Fund Size₹23,359.53Cr
    Fund Return-0.57%
    Category Return-1.54%
    SBI Bluechip Fund Direct Growth
    Very High Risk
    • NAV₹ 106.33
    • Fund Size₹55,636.63Cr
    Fund Return-0.14%
    Category Return-1.13%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    Nov 30, 2017 - Present
    • Schemes managed43
    • Total AUM₹ 6,50,003.49 Cr
    • Highest Return In 1 Yr30.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 47.13
    -2.16%
    -%
    Very High Risk
    ₹5,052.54Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 17.32
    -1.81%
    -1.48%
    Very High Risk
    ₹23,956.40Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 16.61
    -0.46%
    -0.65%
    Very High Risk
    ₹39,337.41Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 47.13
    • Fund Size₹5,052.54Cr
    Fund Return-2.16%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.32
    • Fund Size₹23,956.40Cr
    Fund Return-1.81%
    Category Return-1.48%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.61
    • Fund Size₹39,337.41Cr
    Fund Return-0.46%
    Category Return-0.65%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Bhavin Vithlani
    Bhavin Vithlani
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 28,130.50 Cr
    • Highest Return In 1 Yr3.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Infrastructure Fund Direct Growth
    ₹ 52.22
    -2.25%
    -1.78%
    Very High Risk
    ₹4,770.96Cr
    SBI Magnum Midcap Fund Direct Growth
    ₹ 261.08
    -0.57%
    -1.54%
    Very High Risk
    ₹23,359.53Cr
    SBI Infrastructure Fund Direct Growth
    Very High Risk
    • NAV₹ 52.22
    • Fund Size₹4,770.96Cr
    Fund Return-2.25%
    Category Return-1.78%
    SBI Magnum Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 261.08
    • Fund Size₹23,359.53Cr
    Fund Return-0.57%
    Category Return-1.54%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed46
    • Total AUM₹ 6,70,864.33 Cr
    • Highest Return In 1 Yr30.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 51.03
    0.26%
    0.88%
    Moderately High risk
    ₹2,182.37Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 46.01
    0.46%
    0.31%
    Moderate Risk
    ₹36,650.10Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 35.20
    0.18%
    0.13%
    Moderate Risk
    ₹17,716.50Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 51.03
    • Fund Size₹2,182.37Cr
    Fund Return0.26%
    Category Return0.88%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 46.01
    • Fund Size₹36,650.10Cr
    Fund Return0.46%
    Category Return0.31%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 35.20
    • Fund Size₹17,716.50Cr
    Fund Return0.18%
    Category Return0.13%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (95.29%)
    DEBT (0.12%)
    CASH (4.59%)
    Allocation by Market Cap
    Large Cap(5.86%)
    Mid Cap(72.82%)
    Small Cap(16.50%)
    Industry Holdings
    • Credit Services10.27%
    • Auto Parts8.74%
    • Diversified Industrials8.11%
    • Building Materials7.77%
    • Utilities Independent Power Producers6.59%
    • Financial Exchanges5.35%
    Stock Holdings
    • Bharat Heavy Electricals Ltd3.70%
    • Torrent Power Ltd3.64%
    • Sundaram Finance Ltd3.38%
    • Mahindra & Mahindra Financial Services Ltd3.28%
    • AIA Engineering Ltd3.10%
    • The Federal Bank Ltd3.09%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.23
      This Fund
      VS
      -0.38
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      88.70
      This Fund
      VS
      90.34
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.78
      This Fund
      VS
      0.94
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.82
      This Fund
      VS
      0.97
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.28
      This Fund
      VS
      1.60
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.02
      This Fund
      VS
      15.58
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 12,67,588.38 crores. It’s current offering of mutual fund schemes includes 47 equity, 70 debt and 16 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 12,67,588.38 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Magnum Midcap Fund Regular Growth ?
    The category of SBI Magnum Midcap Fund Regular Growth is Equity - Mid-Cap
    What is the current NAV of SBI Magnum Midcap Fund Regular Growth ?
    The current NAV of SBI Magnum Midcap Fund Regular Growth as on Jan 14, 2026 is ₹232.00
    How safe is SBI Magnum Midcap Fund Regular Growth ?
    The risk level of SBI Magnum Midcap Fund Regular Growth is Very High.
    What are short term returns given by SBI Magnum Midcap Fund Regular Growth ?
    The return given by SBI Magnum Midcap Fund Regular Growth in 1 month is -0.65%, 3 months is 1.99%, 6 months is -2.74%, and 1 year is 2.66%
    What are the long term returns given by SBI Magnum Midcap Fund Regular Growth ?
    The return given by SBI Magnum Midcap Fund Regular Growth in 3 years is 17.13% and 5 years is 19.05%.
    What is the expense ratio of SBI Magnum Midcap Fund Regular Growth ?
    The expense ratio of SBI Magnum Midcap Fund Regular Growth is 1.76%
    What is the AUM of SBI Magnum Midcap Fund Regular Growth ?
    The assets under Management (AUM) of SBI Magnum Midcap Fund Regular Growth is Rs 23,359.53 crores.
    What is the minimum investment in SBI Magnum Midcap Fund Regular Growth ?
    The minimum Lumpsum investment in SBI Magnum Midcap Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in SBI Magnum Midcap Fund Regular Growth is ₹1,000.00
    What is the asset allocation of SBI Magnum Midcap Fund Regular Growth?
    SBI Magnum Midcap Fund Regular Growth has an exposure of 95.29% in Equity, 0.12% in Debt and 4.59% in Cash & Money Market Securities

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