SBI Magnum Global Fund (Equity, Mid Cap)

High
23 yrs 9 monthsStarted on:30 Sep 1994
₹ 3458.41 Cras on: 20 Jun 2018
Long Term Horizon
2.03%
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
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 22.06%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 18.85%
Crisil Ranking 4
Value Research
HDFC Mid-Cap Opportunities Fund
Return (CAGR) 17.02%
Crisil Ranking 3
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 15.68%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.40%
Crisil Ranking 3
Value Research
Axis Mid Cap Fund
Return (CAGR) 18.38%
Crisil Ranking 5
Value Research
Aditya Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 24.23%
Crisil Ranking 3
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 22.95%
Crisil Ranking 2
Value Research
SBI Emerging Businesses Fund
Return (CAGR) 20.85%
Crisil Ranking 4
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 9.28%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) -0.74%
Crisil Ranking NA
Value Research NA
Principal Index Fund-Midcap
Return (CAGR) 24.44%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
3 Month0.60
1 YR9.59
2 YR12.16
3 YR8.99

SIP Returns

TenureReturns (CAGR)
1 YR0.7
2 YR9.21
3 YR9.94
5 YR15.05
10 YR18.37

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.7.41
Colgate-Palmolive (India) Ltd.6.68
Procter & Gamble Hygiene & Health Care Ltd.4.68
Infosys Ltd.4.09
Westlife Development Ltd.3.97
Grindwell Norton Ltd.3.89
Balkrishna Industries Ltd.3.85
Schaeffler India Ltd.3.76
Goodyear India Ltd.3.33
Divi's Laboratories Ltd.3.24

Top Sectoral Holdings

Sector Name% Assets
FMCG17.89
Automobile17.26
Engineering14.54
Healthcare10.26
Services7.27
Chemicals7.1
Metals6.57
Technology6.42
Textiles4.62
Cons Durable2.54

Indicators

LabelValue
Portfolio turnover ratio60
Standard Deviation13.15%
Sharpe Ratio0.17

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 20 Jun 18 60.22
    Returns since inception (CAGR) 13.94%
    Value Research NA
    Crisil Ranking NA
  • Nav as on 20 Jun 18 46.81
    Returns since inception (CAGR) 12.89%
    Value Research
    Crisil Ranking 3
© CRISIL Limited 2017. All Rights Reserved