SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
29 yrs 1 monthsStarted on:01 Jan 1991
₹ 2688.85 Cras on: 20 Jan 2020
Long Term Horizon
2.24%
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)
YTD0.86
1 Month0.27
3 Month4.41
1 YR15.76
2 YR7.99
3 YR13.51

SIP Returns

TenureReturns (CAGR)
1 YR16.69
2 YR12.38
3 YR11.23
5 YR10.88
10 YR12.35

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.7
Reliance Industries Ltd.6.48
Bajaj Finance Ltd.6.39
ICICI Bank Ltd.6.01
Kotak Mahindra Bank Ltd.5.39
Tata Consultancy Services Ltd.4.82
Infosys Ltd.4.41
Axis Bank Ltd.4.21
Larsen & Toubro Ltd.3.86
State Bank of India3.72

Top Sectoral Holdings

Sector Name% Assets
Financial45.45
Technology10.22
Construction8.52
Energy8.03
Automobile5.74
FMCG3.39
Chemicals2.85
Metals2.71
Services2.36
Communication2.29

Indicators

LabelValue
Portfolio turnover ratio20
Standard Deviation11.95%
Beta0.89%
Sharpe Ratio0.66

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.