SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
28 yrs 8 monthsStarted on:01 Jan 1991
₹ 2321.54 Cras on: 23 Aug 2019
Long Term Horizon
2.35%
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)
YTD1.39
2 YR4.73
3 YR6.72

SIP Returns

TenureReturns (CAGR)
2 YR1.93
3 YR4.86
5 YR6.99
10 YR10.69

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.31
Reliance Industries Ltd.8.04
Kotak Mahindra Bank Ltd.5.63
Infosys Ltd.5.54
ICICI Bank Ltd.5.49
Tata Consultancy Services Ltd.5.23
Bajaj Finance Ltd.5.18
Larsen & Toubro Ltd.4.78
Axis Bank Ltd.4.36
State Bank of India4.29

Top Sectoral Holdings

Sector Name% Assets
Financial43.64
Technology11.82
Construction9.01
Energy7.78
FMCG4.33
Automobile4.02
Chemicals3.15
Engineering2.14
Healthcare2.06
Cons Durable2.03

Indicators

LabelValue
Portfolio turnover ratio71
Standard Deviation12.32%
Beta0.88%
Sharpe Ratio0.16

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.