SBI Magnum Global (Equity, Equity Thematic-mnc)

High
24 yrs 3 monthsStarted on:30 Sep 1994
₹ 3457.76 Cras on: 18 Dec 2018
Long Term Horizon
2.11%
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

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Tenure

TenureReturns (CAGR)
1 Month3.05
2 YR10.96
3 YR8.60

SIP Returns

TenureReturns (CAGR)
2 YR3.98
3 YR6.77
5 YR9.95
10 YR16.48

Portfolio

Company Name% Assets
Hindustan Unilever Ltd.7.86
Colgate-Palmolive (India) Ltd.7.39
Maruti Suzuki India Ltd.4.65
Divi's Laboratories Ltd.4.45
Infosys Ltd.4.43
ABB Ltd.4.11
Grindwell Norton Ltd.3.84
Schaeffler India Ltd.3.72
Procter & Gamble Hygiene & Health Care Ltd.3.68
Britannia Industries Ltd.3.51

Top Sectoral Holdings

Sector Name% Assets
FMCG31.71
Engineering14.61
Automobile9.38
Healthcare8.9
Technology6.84
Metals6.82
Chemicals5.52
Construction4.35
Services4.24
Cons Durable2.31

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation14.32%
Beta0.69%
Sharpe Ratio0.11

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

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