SBI Magnum Global Fund (Equity, Equity Thematic-mnc)

High
24 yrs 1 monthsStarted on:30 Sep 1994
₹ 3387.44 Cras on: 17 Oct 2018
Long Term Horizon
2.37%
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)
2 YR3.82
3 YR5.42

SIP Returns

TenureReturns (CAGR)
3 YR4.01
5 YR9.3
10 YR16.37

Portfolio

Company Name% Assets
Hindustan Unilever Ltd.8.18
Colgate-Palmolive (India) Ltd.5.85
Infosys Ltd.4.95
Maruti Suzuki India Ltd.4.55
Divi's Laboratories Ltd.4.14
Grindwell Norton Ltd.4.07
Schaeffler India Ltd.3.87
Procter & Gamble Hygiene & Health Care Ltd.3.82
Westlife Development Ltd.3.6
Balkrishna Industries Ltd.3.53

Top Sectoral Holdings

Sector Name% Assets
FMCG26.6
Engineering13.7
Healthcare11.54
Automobile10.92
Metals7.15
Chemicals6.95
Technology6.75
Services4.84
Construction4.45
Textiles2.56

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation14.22%
Beta0.7%
Sharpe Ratio0.09

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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