Should I invest in SBI Magnum MIDCAP FUND?

We don't give personal investment advice. SBI Magnum MIDCAP FUND - DIVIDEND is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.2%. 5-year CAGR: 15.16%.

SBI

SBI Magnum MIDCAP FUND - DIVIDEND

Latest NAV

₹94.6375

As of

3 Jun 2026

4,953 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	+0.13%	+0.07	13 / 27	Q2
1W	-1.35%	-1.88%	+0.53	3 / 27	Q1
2W	-0.61%	-0.32%	-0.29	15 / 27	Q3
1M	-1.05%	-0.15%	-0.90	26 / 27	Q4
3M	+0.78%	+2.51%	-1.72	21 / 27	Q4
6M	-0.82%	-1.69%	+0.88	11 / 27	Q2
YTD	-1.53%	-1.73%	+0.20	15 / 27	Q3
1Y	+0.08%	+1.79%	-1.71	15 / 27	Q3
2Y	+3.10%	+2.97%	+0.14	13 / 27	Q2
3Y	+13.30%	+16.50%	-3.20	20 / 27	Q3
4Y	+15.18%	+16.60%	-1.42	16 / 27	Q3
5Y	+15.16%	+14.55%	+0.60	13 / 27	Q2
7Y	+17.92%	+15.90%	+2.02	10 / 27	Q2
10Y	+12.14%	+13.20%	-1.06	19 / 27	Q3
Inception	+8.20%	+10.91%	-2.71	21 / 27	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.53%	-1.73%	+0.20	15 / 27
2025	+0.37%	+0.65%	-0.28	14 / 27
2024	+20.39%	+23.63%	-3.23	18 / 27
2023	+34.60%	+35.07%	-0.47	12 / 27
2022	+3.04%	+2.50%	+0.55	12 / 27
2021	+50.53%	+38.76%	+11.77	1 / 27
2020	+29.93%	+20.23%	+9.70	6 / 27
2019	-0.12%	-0.75%	+0.63	12 / 27
2018	-22.31%	-14.09%	-8.22	25 / 27
2017	+32.27%	+36.02%	-3.75	18 / 27
2016	-3.81%	+0.99%	-4.80	23 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.30%

234 windows

min -77.2% · max 129.4%

68% positive

3-Year rolling

+10.73%

210 windows

min -25.4% · max 41.2%

77% positive

5-Year rolling

+10.76%

185 windows

min -8.3% · max 31.6%

83% positive

7-Year rolling

+9.99%

161 windows

min -3.8% · max 21.6%

93% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.55%

3-year · annualised

Sharpe ratio

0.49

vs risk-free 6.5%

Sortino ratio

0.74

Downside-only deviation

Max drawdown

-18.19%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.6400	3 Jun 2026
SBI Magnum MIDCAP FUND - GROWTH	SBI	₹231.6062	3 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹43.0300	3 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹90.0108	3 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.8150	3 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹295.9909	3 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.7400	3 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹77.1449	3 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹116.1031	3 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.5400	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹94.6375
2 Jun 2026	₹95.2264
1 Jun 2026	₹95.0345
31 May 2026	₹95.8523
29 May 2026	₹95.8595
27 May 2026	₹96.9809
26 May 2026	₹96.5285
25 May 2026	₹96.5356
22 May 2026	₹95.9238
21 May 2026	₹95.8260

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of SBI Magnum MIDCAP FUND - DIVIDEND is ₹94.6375. It's a Mid Cap Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Magnum MIDCAP FUND - DIVIDEND has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI Magnum MIDCAP FUND - DIVIDEND is managed by SBI. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Magnum MIDCAP FUND - DIVIDEND has delivered a absolute return of 0.08% — -1.71 pp behind the Mid Cap Fund category average of 1.79%. The fund ranks #15 of 27 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Magnum MIDCAP FUND - DIVIDEND has delivered a CAGR of 13.30% — -3.2 pp behind the Mid Cap Fund category average of 16.50%. The fund ranks #20 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, SBI Magnum MIDCAP FUND - DIVIDEND has delivered a CAGR of 15.16% — +0.6 pp ahead of the Mid Cap Fund category average of 14.55%. The fund ranks #13 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Magnum MIDCAP FUND - DIVIDEND exactly 10 years ago would be worth approximately ₹314,607 today — a multiplier of 3.15×, based on the 10-year CAGR of 12.14%. The category average over the same window would have grown ₹1 lakh to ₹345,601.

A ₹10,000 monthly SIP in SBI Magnum MIDCAP FUND - DIVIDEND over the last 5 years — total invested ₹600,000 — would be worth ₹798,912 today. That's an XIRR (money-weighted annualised return) of 11.39%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum MIDCAP FUND - DIVIDEND = ₹1,200,000 invested. It would currently be worth ₹2,654,567 (multiplier 2.21×). XIRR: 15.16%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum MIDCAP FUND - DIVIDEND ranks #13 out of 27 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.55%; this fund delivered 15.16%.

The worst peak-to-trough decline SBI Magnum MIDCAP FUND - DIVIDEND has experienced over the last 5-year window is 18.19% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Magnum MIDCAP FUND - DIVIDEND averaged 10.76% (best 31.61%, worst -8.34%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, SBI Magnum MIDCAP FUND - DIVIDEND returned 0.37% — lagging the Mid Cap Fund category average of 0.65% by 0.28 pp. It ranked #14 of 27 in its category that year.

SBI Magnum MIDCAP FUND - DIVIDEND is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Magnum MIDCAP FUND - DIVIDEND is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.2%. 5-year CAGR: 15.16%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.