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

High
24 yrs 11 monthsStarted on:30 Sep 1994
₹ 3354.33 Cras on: 19 Aug 2019
Long Term Horizon
2.11%
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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Current NAV 699.64
Return (CAGR) 18.25%
Value Research NA
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Current NAV 179.32
Return (CAGR) 16.09%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR2.55
3 YR4.07

SIP Returns

TenureReturns (CAGR)
5 YR3.57
10 YR12.43

Portfolio

Company Name% Assets
Colgate-Palmolive (India) Ltd.7.78
ABB Ltd.5.62
Divi's Laboratories Ltd.5.21
Hindustan Unilever Ltd.5.11
Nestle India Ltd.4.87
Ambuja Cements Ltd.4.45
Glaxosmithkline Consumer Healthcare Ltd.4.43
Procter & Gamble Hygiene & Health Care Ltd.4.32
Grindwell Norton Ltd.3.87
SKF India Ltd.3.77

Top Sectoral Holdings

Sector Name% Assets
FMCG35.89
Engineering16.72
Healthcare12.61
Construction8.39
Automobile5.67
Chemicals5.07
Metals3.87
Technology3.04
Services3.02
Financial0.07

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation13.19%
Beta0.68%

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