SBI Magnum Mid Cap Fund Direct Growth

Scheme code: INF200K01TP4 NAV value: ₹ 246.8960 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.55	48.02	26.96	35.89
3 year	13.81	45.27	27.72	26.04
5 year	-0.31	36.32	17.27	18.23
7 year	10.74	20.75	16.39	17.11
10 year	14.64	24.53	19.88	19.58
12 year	19.42	21.36	20.58	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	31.47	26.96
3 year	11.28	45.45	26.77	27.72
5 year	0.26	39.21	16.85	17.27
7 year	4.3	21.04	14.25	16.39
10 year	0.52	21.2	10.83	19.88
12 year	0.21	19.63	10.59	20.58
15 year	4.97	19.36	10.42

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	66.14	33.04	26.96
3 year	11.11	42.73	26.14	27.72
5 year	-1.26	37.55	15.32	17.27
7 year	4.52	19.53	13.78	16.39
10 year	3.36	21.04	13.39	19.88
12 year	3.48	19.67	13.11	20.58
15 year	7.73	20.72	13.12

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	65.65	32.3	26.96
3 year	13.26	42.26	26.03	27.72
5 year	1.81	36.78	17.18	17.27
7 year	7.26	20.87	16.01	16.39
10 year	5.58	22.47	14.64	19.88
12 year	4.77	21.65	14.31	20.58
15 year	8.49	22.29	14.1

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	86.3	40.82	26.96
3 year	14.52	45.86	31.89	27.72
5 year	6.87	40.38	22.64	17.27
7 year	14.14	28.21	22.13	16.39
10 year	14.44	28.8	21.88	19.88
12 year	10.67	28.77	21.49	20.58
15 year	14.1	29.21	20.86

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	24.07	26.96
3 year	4.76	30.51	15.95	27.72
5 year	5.2	25.56	14.62	17.27
7 year	8.9	21.06	15.85	16.39
10 year	9.82	25.87	17	19.88
12 year	11.27	24.54	16.77	20.58
15 year	12.8	22.2	16.57

Rolling return for 1 year

- Average return: 26.96% - Median return: 30.32% - Average standard deviation: 4.87

Rolling return for 3 year

- Average return: 27.72% - Median return: 26.91% - Average standard deviation: 2.09

Rolling return for 5 year

- Average return: 17.27% - Median return: 15.14% - Average standard deviation: 1.07

Rolling return for 7 year

- Average return: 16.39% - Median return: 16.43% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 19.88% - Median return: 20.16% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 20.58% - Median return: 20.66% - Average standard deviation: 0.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,10,433	1,10,433	9.21
3 year	36,00,000	51,82,390	15,82,390	12.91
5 year	60,00,000	1,02,76,259	42,76,259	11.36
7 year	84,00,000	1,59,13,778	75,13,778	9.56
10 year	1,20,00,000	3,26,26,940	2,06,26,940	10.52
12 year	1,44,00,000	4,86,40,335	3,42,40,335	10.68

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	9.32	9.21
3 year	13.53	12.91
5 year	10.89	11.36
7 year	8.53	9.56
10 year	7.27	10.52
12 year	7.46	10.68

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	9.93	9.21
3 year	13.2	12.91
5 year	10.36	11.36
7 year	8.02	9.56
10 year	7.85	10.52
12 year	7.92	10.68

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	9.74	9.21
3 year	12.91	12.91
5 year	10.84	11.36
7 year	8.97	9.56
10 year	8.8	10.52
12 year	8.93	10.68

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	11.63	9.21
3 year	15.42	12.91
5 year	13.92	11.36
7 year	12.09	9.56
10 year	12.95	10.52
12 year	13.14	10.68

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	7.94	9.21
3 year	7.32	12.91
5 year	8.01	11.36
7 year	8.01	9.56
10 year	9.39	10.52
12 year	9.45	10.68

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,433 - Absolute Returns: ₹1,10,433 - CAGR: 9.21%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,82,390 - Absolute Returns: ₹15,82,390 - CAGR: 12.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,02,76,259 - Absolute Returns: ₹42,76,259 - CAGR: 11.36%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,59,13,778 - Absolute Returns: ₹75,13,778 - CAGR: 9.56%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,26,26,940 - Absolute Returns: ₹2,06,26,940 - CAGR: 10.52%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,86,40,335 - Absolute Returns: ₹3,42,40,335 - CAGR: 10.68%