SBI Magnum Equity ESG (Equity, Equity Thematic)

High
28 yrs 2 monthsStarted on:01 Jan 1991
₹ 2125.81 Cras on: 15 Feb 2019
Long Term Horizon
2.33%
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

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Tenure

TenureReturns (CAGR)
3 Month0.80
1 YR1.63
2 YR9.52
3 YR13.20

SIP Returns

TenureReturns (CAGR)
2 YR2.75
3 YR6.37
5 YR8.23
10 YR11.59

Portfolio

Company Name% Assets
Reliance Industries Ltd.9.24
HDFC Bank Ltd.7.93
Infosys Ltd.7.19
Kotak Mahindra Bank Ltd.5.55
Tata Consultancy Services Ltd.5.21
ICICI Bank Ltd.5.14
Axis Bank Ltd.5.1
Larsen & Toubro Ltd.4.95
Bajaj Finance Ltd.4.48
Mahindra & Mahindra Ltd.3.89

Top Sectoral Holdings

Sector Name% Assets
Financial36.1
Technology14.89
Energy9.24
FMCG7.58
Construction7.16
Healthcare5.61
Automobile5.12
Chemicals3.19
Cons Durable2.09
Engineering1.85

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation14.19%
Beta0.94%
Sharpe Ratio0.42

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