SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
28 yrs 11 monthsStarted on:01 Jan 1991
₹ 2613.82 Cras on: 14 Nov 2019
Long Term Horizon
2.08%
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)
YTD12.56
1 Month4.44
3 Month9.06
1 YR16.83
2 YR9.07
3 YR11.25

SIP Returns

TenureReturns (CAGR)
1 YR15.89
2 YR11.18
3 YR10.87
5 YR10.38
10 YR12.18

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.04
Reliance Industries Ltd.8.4
Bajaj Finance Ltd.5.7
ICICI Bank Ltd.5.31
Kotak Mahindra Bank Ltd.5.18
Tata Consultancy Services Ltd.4.78
Larsen & Toubro Ltd.4.51
Infosys Ltd.4.25
Axis Bank Ltd.4.23
State Bank of India3.59

Top Sectoral Holdings

Sector Name% Assets
Financial43.87
Energy10.27
Technology10.2
Construction8.25
Automobile6.27
FMCG4.73
Chemicals3.35
Cons Durable2.28
Communication1.95
Metals1.68

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation12.74%
Beta0.9%
Sharpe Ratio0.35

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.