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

High
23 yrs 11 monthsStarted on:30 Sep 1994
₹ 3595.36 Cras on: 13 Aug 2018
Long Term Horizon
2.21%
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 Month1.15
1 YR16.74
2 YR11.56
3 YR8.09

SIP Returns

TenureReturns (CAGR)
1 YR3.37
2 YR10.61
3 YR11.24
5 YR14.75
10 YR18.52

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.9.54
Hindustan Unilever Ltd.8.3
Colgate-Palmolive (India) Ltd.5.84
Procter & Gamble Hygiene & Health Care Ltd.5
Infosys Ltd.4.36
Balkrishna Industries Ltd.3.94
Westlife Development Ltd.3.79
Grindwell Norton Ltd.3.79
Schaeffler India Ltd.3.57
Goodyear India Ltd.3.47

Top Sectoral Holdings

Sector Name% Assets
FMCG23.08
Automobile16.95
Engineering13.12
Healthcare10.11
Chemicals6.69
Services6.26
Technology6.09
Metals5.19
Textiles3.23
Construction2.82

Indicators

LabelValue
Portfolio turnover ratio85
Standard Deviation13.19%
Beta0.66%
Sharpe Ratio0.15

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

  • Nav as on 13 Aug 18 63.02
    Returns since inception (CAGR) 14.10%
    Value Research NA
    Crisil Ranking NA
  • Nav as on 13 Aug 18 48.48
    Returns since inception (CAGR) 13.04%
    Value Research
    Crisil Ranking 3
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