SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
14 yrs 9 monthsStarted on:29 Sep 2005
₹ 7912.14 Cras on: 21 May 2020
Long Term Horizon
2.01%
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

Similar Funds
Franklin India Equity Fund
Current NAV 579.94
Return (CAGR) 18.68%
Value Research NA
Axis Focused 25 Fund
Current NAV 24.37
Return (CAGR) 11.94%
Value Research
SBI Focused Equity Fund
Current NAV 124.36
Return (CAGR) 17.51%
Value Research
DSP Equity Fund
Current NAV 34.18
Return (CAGR) 17.80%
Value Research NA
Kotak Standard Multicap Fund
Current NAV 28.5
Return (CAGR) 10.28%
Value Research
Motilal Oswal Multicap 35 Fund
Current NAV 20.45
Return (CAGR) 12.51%
Value Research
Aditya Birla SL Equity Fund
Current NAV 578.66
Return (CAGR) 20.51%
Value Research
Principal Multicap Fund
Current NAV 110.8
Return (CAGR) 13.07%
Value Research
UTI CCF Investment Plan Fund
Current NAV 30.35
Return (CAGR) 7.06%
Value Research
ICICI Pru Multicap Fund
Current NAV 221.32
Return (CAGR) 12.83%
Value Research
Baroda Pioneer Multi Cap Fund
Current NAV 80.24
Return (CAGR) 13.28%
Value Research
HDFC Equity Fund
Current NAV 474.73
Return (CAGR) 16.41%
Value Research

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR7.92

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.09
ICICI Bank Ltd.6.79
Tata Consultancy Services Ltd.6.11
ITC Ltd.4.6
Kotak Mahindra Bank Ltd.3.81
Axis Bank Ltd.3.75
Bharti Airtel Ltd.3.65
HCL Technologies Ltd.3.62
Larsen & Toubro Ltd.3.26
Bharat Petroleum Corpn. Ltd.3.21

Top Sectoral Holdings

Sector Name% Assets
Financial30.45
Energy12.13
Technology9.73
Construction7.44
FMCG6.78
Healthcare6.1
Chemicals4.67
Automobile4.26
Communication3.65
Services2.8

Indicators

LabelValue
Portfolio turnover ratio45
Standard Deviation20.43%
Beta0.95%

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