SBI Magnum Equity Fund (Equity, Equity Thematic)

High
27 yrs 10 monthsStarted on:01 Jan 1991
₹ 2022.97 Cras on: 17 Oct 2018
Long Term Horizon
2.47%
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 YR0.04
2 YR6.15
3 YR7.49

SIP Returns

TenureReturns (CAGR)
2 YR2.46
3 YR6.04
5 YR8.75
10 YR12.17

Portfolio

Company Name% Assets
Reliance Industries Ltd.9.95
HDFC Bank Ltd.7.14
Infosys Ltd.7
Tata Consultancy Services Ltd.5.94
Kotak Mahindra Bank Ltd.5.3
Mahindra & Mahindra Ltd.5.17
Larsen & Toubro Ltd.5.03
Axis Bank Ltd.4.55
Bajaj Finance Ltd.3.97
ICICI Bank Ltd.3.78

Top Sectoral Holdings

Sector Name% Assets
Financial32.85
Technology15.68
Energy10.56
Automobile8.38
Construction7.56
FMCG6.86
Healthcare4.62
Metals3.31
Chemicals3.07
Communication2.09

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation14.03%
Beta0.94%
Sharpe Ratio0.29

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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