SBI Magnum Equity ESG (Equity, Equity Thematic)

High
27 yrs 12 monthsStarted on:01 Jan 1991
₹ 2091.74 Cras on: 18 Dec 2018
Long Term Horizon
2.18%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria.

Exit Load

Scheme Documents

Similar Funds
UTI Transportation and Logistics
Current NAV 1114.25
Return (CAGR) 17.24%
Crisil Ranking NA
Value Research NA
Franklin India Opportunities
Current NAV 1114.25
Return (CAGR) 10.87%
Crisil Ranking 3
Value Research NA
ICICI Pru FMCG
Current NAV 1114.25
Return (CAGR) 17.37%
Crisil Ranking NA
Value Research NA
SBI Magnum COMMA
Current NAV 1114.25
Return (CAGR) 9.66%
Crisil Ranking NA
Value Research NA
Reliance Quant Retail
Current NAV 1114.25
Return (CAGR) 8.59%
Crisil Ranking NA
Value Research NA
Aditya Birla SL Manufacturing Equity
Current NAV 1114.25
Return (CAGR) 7.89%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
YTD3.24
1 Month2.30
1 YR4.05
2 YR12.45
3 YR10.82

SIP Returns

TenureReturns (CAGR)
1 YR3.09
2 YR7.02
3 YR9.09
5 YR10.15
10 YR12.64

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.93
HDFC Bank Ltd.7.33
Infosys Ltd.6.19
Kotak Mahindra Bank Ltd.5.55
Larsen & Toubro Ltd.5.48
Tata Consultancy Services Ltd.5.18
ICICI Bank Ltd.5.09
Mahindra & Mahindra Ltd.4.59
Axis Bank Ltd.4.49
Bajaj Finance Ltd.4.49

Top Sectoral Holdings

Sector Name% Assets
Financial35.22
Technology13.86
Construction7.82
Automobile7.62
Energy6.97
FMCG6.8
Healthcare5.28
Chemicals3.09
Metals2.52
Engineering1.93

Indicators

LabelValue
Portfolio turnover ratio78
Standard Deviation14.54%
Beta0.95%
Sharpe Ratio0.29

Ruchit Mehta

Mr. Mehta is a B.Com (H), MSc (Finance) and CFA.
Prior to joining SBI AMC he has worked with HSBC AMC, ASK Raymond James & Associates Pvt. Ltd. and Prabhudas Lilladher Pvt. Ltd.

Other Funds Managed by Ruchit Mehta

© CRISIL Limited 2017. All Rights Reserved