SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
29 yrs 6 monthsStarted on:01 Jan 1991
₹ 2323.67 Cras on: 21 May 2020
Long Term Horizon
2.28%
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)
1 Month1.55

SIP Returns

TenureReturns (CAGR)
10 YR6.12

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.38
Reliance Industries Ltd.8.33
Infosys Ltd.6.77
Kotak Mahindra Bank Ltd.5.43
Tata Consultancy Services Ltd.5.2
ICICI Bank Ltd.4.42
Axis Bank Ltd.3.83
Bajaj Finance Ltd.3.79
Page Industries Ltd.3.13
Larsen & Toubro Ltd.3.09

Top Sectoral Holdings

Sector Name% Assets
Financial37.66
Technology13.07
Energy9.29
Construction7.45
Automobile7.32
Services4.18
FMCG3.6
Textiles3.13
Communication2.99
Metals2.32

Indicators

LabelValue
Portfolio turnover ratio26
Standard Deviation20.12%
Beta0.97%

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.