SBI Magnum Global Fund (Equity, Mid Cap)

Moderately High
23 yrs 7 monthsStarted on:30 Sep 1994
₹ 3427.87 Cras on: 20 Apr 2018
Long Term Horizon
2.04%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to prove maximum growth opportunities from a portfolio of equity and debt instruments of companies having high growth potential.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month6.30
1 YR20.27
2 YR15.62
3 YR9.93

SIP Returns

TenureReturns (CAGR)
1 YR17.62
2 YR17.55
3 YR14.81
5 YR18.75
10 YR19.7

Portfolio

Company Name% Assets
MRF Ltd.4.87
Procter & Gamble Hygiene & Health Care Ltd.4.85
Divi's Laboratories Ltd.4.45
Grindwell Norton Ltd.3.98
Gruh Finance Ltd.3.86
Balkrishna Industries Ltd.3.66
Westlife Development Ltd.3.31
AU Small Finance Bank Ltd.3.03
Motherson Sumi Systems Ltd.2.71
Page Industries Ltd.2.65

Top Sectoral Holdings

Sector Name% Assets
Engineering13.28
FMCG11.32
Automobile11.24
Financial10.92
Chemicals10.42
Healthcare9.83
Services8.61
Textiles4.37
Metals3.98
Cons Durable2.51

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation12.75%
Sharpe Ratio0.35

R. Srinivasan

Mr. Srinivasan is M.Com and MFM.
Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Other Funds Managed by R. Srinivasan

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