SBI Magnum Equity Fund (Equity, Large Cap)

High
27 yrs 5 monthsStarted on:01 Jan 1991
₹ 2172.13 Cras on: 22 May 2018
Long Term Horizon
2.09%
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)
3 Month1.36
1 YR8.58
2 YR14.70
3 YR8.52

SIP Returns

TenureReturns (CAGR)
1 YR4.46
2 YR9.25
3 YR10.39
5 YR12.53
10 YR13.52

Portfolio

Company Name% Assets
Reliance Industries Ltd.9.16
HDFC Bank Ltd.8.15
Infosys Ltd.6.07
Kotak Mahindra Bank Ltd.5.67
Larsen & Toubro Ltd.5.16
Mahindra & Mahindra Ltd.4.88
Bharti Airtel Ltd.3.96
ICICI Bank Ltd.3.86
Interglobe Aviation Ltd.3.55
Bajaj Finance Ltd.3.25

Top Sectoral Holdings

Sector Name% Assets
Financial33.67
Technology13.34
Energy12.15
Automobile11.54
Construction6.18
FMCG4.05
Communication3.96
Services3.55
Chemicals3.08
Cons Durable2.06

Indicators

LabelValue
Portfolio turnover ratio77
Standard Deviation13.42%
Beta0.95%
Sharpe Ratio0.49

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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