SBI Magnum MultiCap (Equity, Multi Cap)

Moderately High
13 yrs 3 monthsStarted on:29 Sep 2005
₹ 6191.72 Cras on: 14 Dec 2018
Long Term Horizon
2.29%
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)
1 Month3.08
2 YR13.20
3 YR12.65

SIP Returns

TenureReturns (CAGR)
2 YR3.18
3 YR8.17
5 YR12.15
10 YR14.38

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.27
Infosys Ltd.7.22
ICICI Bank Ltd.5.03
ITC Ltd.4.02
Kotak Mahindra Bank Ltd.3.28
Axis Bank Ltd.3.13
Bharat Petroleum Corpn. Ltd.3.02
Colgate-Palmolive (India) Ltd.2.45
Gujarat State Petronet Ltd.2.42
Bajaj Finance Ltd.2.34

Top Sectoral Holdings

Sector Name% Assets
Financial31.43
Technology9.36
Energy8.36
Construction7.68
Automobile7.6
FMCG7.34
Chemicals5.37
Services5.03
Healthcare4.02
Engineering3.63

Indicators

LabelValue
Portfolio turnover ratio66
Standard Deviation15.52%
Beta0.99%
Sharpe Ratio0.36

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 14 Dec 18 166.78
    Returns since inception (CAGR) 14.41%
    Value Research NA
    Crisil Ranking 4
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