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

High
25 yrs 7 monthsStarted on:30 Sep 1994
₹ 3642.65 Cras on: 09 Apr 2020
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
UTI MNC Fund
Current NAV 173.43
Return (CAGR) 15.41%
Value Research NA
Aditya Birla SL MNC Fund
Current NAV 669.8
Return (CAGR) 17.56%
Value Research NA

Tenure

TenureReturns (CAGR)
3 YR2.88

SIP Returns

TenureReturns (CAGR)
5 YR1.83
10 YR10.77

Portfolio

Company Name% Assets
Colgate-Palmolive (India) Ltd.7.74
Nestle India Ltd.6.31
Glaxosmithkline Consumer Healthcare Ltd.5.19
ABB Ltd.4.5
Ambuja Cements Ltd.4.17
Procter & Gamble Hygiene & Health Care Ltd.4.07
Divi's Laboratories Ltd.3.89
Grindwell Norton Ltd.3.79
Hindustan Unilever Ltd.3.78
SKF India Ltd.3.52

Top Sectoral Holdings

Sector Name% Assets
FMCG33.05
Engineering18.26
Healthcare14.84
Construction7.36
Chemicals5.7
Metals5.28
Automobile5.18
Services3.48
Textiles1.98
Technology1.92

Indicators

LabelValue
Portfolio turnover ratio26
Standard Deviation15.54%
Beta0.75%

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