SBI Magnum Equity ESG Fund (Equity, Equity Thematic)

High
29 yrs 3 monthsStarted on:01 Jan 1991
₹ 2734.56 Cras on: 26 Feb 2020
Long Term Horizon
2.11%
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 YR14.17
2 YR7.81
3 YR10.26

SIP Returns

TenureReturns (CAGR)
1 YR8.61
2 YR8.89
3 YR8.62
5 YR9.49
10 YR11.63

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.19
Infosys Ltd.7.58
Bajaj Finance Ltd.5.91
ICICI Bank Ltd.5.77
Kotak Mahindra Bank Ltd.5.01
Tata Consultancy Services Ltd.4.56
Reliance Industries Ltd.4.26
Larsen & Toubro Ltd.4.01
Axis Bank Ltd.4
Housing Development Finance Corpn. Ltd.3.53

Top Sectoral Holdings

Sector Name% Assets
Financial43.07
Technology13.16
Construction10.26
Energy5.7
Automobile5.55
Textiles2.95
Metals2.9
Chemicals2.82
Services2.5
Communication2.45

Indicators

LabelValue
Portfolio turnover ratio23
Standard Deviation11.9%
Beta0.89%
Sharpe Ratio0.57

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.