SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
28 yrs 10 monthsStarted on:01 Jan 1991
₹ 2503.39 Cras on: 15 Oct 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)
YTD8.51
1 Month4.31
3 Month1.65
1 YR14.75
2 YR7.56
3 YR8.79

SIP Returns

TenureReturns (CAGR)
1 YR10.87
2 YR7.89
3 YR8.83
5 YR9.2
10 YR11.67

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.41
Reliance Industries Ltd.7.98
Bajaj Finance Ltd.5.98
Kotak Mahindra Bank Ltd.5.65
Infosys Ltd.5.21
ICICI Bank Ltd.5.2
Larsen & Toubro Ltd.4.71
Tata Consultancy Services Ltd.4.61
Axis Bank Ltd.4.1
Asian Paints Ltd.3.38

Top Sectoral Holdings

Sector Name% Assets
Financial42.01
Technology11.26
Energy10.05
Construction8.86
Automobile5.57
FMCG4.97
Chemicals3.45
Cons Durable2.3
Services2.22
Healthcare2.08

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation12.68%
Beta0.9%
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.