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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.79 | 56.02 | 1.60 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.13 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI Magnum Midcap Fund | 27.94% | 20.20% | 20.87% |
HDFC Mid-Cap Opportunities Fund | 36.23% | 28.98% | 22.62% |
Kotak Emerging Equity Fund | 42.35% | 24.70% | 22.54% |
Nippon India Growth Fund | 37.89% | 27.71% | 20.29% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
4.00 %
Holdings
3.31 %
Holdings
2.85 %
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,69,567.38 Cr.
Bhavin Vithlani
AUM: ₹26,461.39 Cr.
|
Exp: 18yrs
B. Com, MMS (Finance)
Mr. Bhavin Vithlani joined SBIFML in October 2018 as an Equity Research Analyst. He has over 18 years of experience in the finance sector.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%