SBI Magnum Global (Equity, Equity Thematic-mnc)

High
24 yrs 5 monthsStarted on:30 Sep 1994
₹ 3527.54 Cras on: 15 Feb 2019
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising primarily of MNC companies.

Exit Load

Scheme Documents

Similar Funds
Aditya Birla SL MNC
Current NAV 724.63
Return (CAGR) 18.82%
Value Research NA
UTI MNC
Current NAV 188.13
Return (CAGR) 16.79%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR7.89
3 YR9.54

SIP Returns

TenureReturns (CAGR)
3 YR2.97
5 YR6.92
10 YR14.8

Portfolio

Company Name% Assets
Colgate-Palmolive (India) Ltd.7.6
Hindustan Unilever Ltd.4.96
Infosys Ltd.4.88
Divi's Laboratories Ltd.4.57
Glaxosmithkline Consumer Healthcare Ltd.4.16
Grindwell Norton Ltd.4.15
Britannia Industries Ltd.3.98
Maruti Suzuki India Ltd.3.95
Procter & Gamble Hygiene & Health Care Ltd.3.74
Schaeffler India Ltd.3.64

Top Sectoral Holdings

Sector Name% Assets
FMCG32.82
Engineering13.92
Healthcare10.96
Metals7.64
Technology7.11
Automobile6.62
Chemicals5.49
Services4.5
Construction4.35
Cons Durable2.44

Indicators

LabelValue
Portfolio turnover ratio76
Standard Deviation13.76%
Beta0.68%
Sharpe Ratio0.28

Anup Upadhyay

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.

Other Funds Managed by Anup Upadhyay