SBI Magnum MultiCap (Equity, Multi Cap)

Moderately High
13 yrs 5 monthsStarted on:29 Sep 2005
₹ 6396.41 Cras on: 22 Feb 2019
Long Term Horizon
1.98%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.09
2 YR6.88
3 YR14.53

SIP Returns

TenureReturns (CAGR)
3 YR5.29
5 YR9.78
10 YR13.36

Portfolio

Company Name% Assets
Infosys Ltd.7.85
HDFC Bank Ltd.6.88
ICICI Bank Ltd.4.99
ITC Ltd.3.8
Axis Bank Ltd.3.5
Kotak Mahindra Bank Ltd.3.23
Gujarat State Petronet Ltd.2.71
State Bank of India2.64
Colgate-Palmolive (India) Ltd.2.49
Bajaj Finance Ltd.2.29

Top Sectoral Holdings

Sector Name% Assets
Financial33.51
Technology9.67
Construction8.16
Energy7.94
Automobile7.43
FMCG6.93
Chemicals5.12
Services4.95
Healthcare3.81
Engineering2.92

Indicators

LabelValue
Portfolio turnover ratio65
Standard Deviation15.09%
Beta0.99%
Sharpe Ratio0.45

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