SBI Magnum Equity Fund (Equity, Equity Thematic)

High
27 yrs 7 monthsStarted on:01 Jan 1991
₹ 2053.12 Cras on: 17 Jul 2018
Long Term Horizon
2.29%
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)
YTD3.84
1 Month0.51
3 Month3.14
1 YR8.32
2 YR11.85
3 YR8.71

SIP Returns

TenureReturns (CAGR)
1 YR10.01
2 YR11.63
3 YR12.36
5 YR13.22
10 YR13.96

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.35
Reliance Industries Ltd.7.58
Infosys Ltd.6.56
Kotak Mahindra Bank Ltd.6.54
Mahindra & Mahindra Ltd.5.31
Larsen & Toubro Ltd.4.97
Bajaj Finance Ltd.4.14
ICICI Bank Ltd.3.96
Asian Paints Ltd.3.43
Tata Consultancy Services Ltd.3.33

Top Sectoral Holdings

Sector Name% Assets
Financial38.67
Technology11.59
Automobile10.32
Energy9.56
Construction5.88
FMCG4.59
Metals3.53
Chemicals3.43
Healthcare3.04
Communication2.98

Indicators

LabelValue
Portfolio turnover ratio83
Standard Deviation13.4%
Beta0.94%
Sharpe Ratio0.22

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.

Other Funds Managed by Ruchit Mehta

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