SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
14 yrs 1 monthsStarted on:29 Sep 2005
₹ 8073.2 Cras on: 15 Oct 2019
Long Term Horizon
1.81%
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)
YTD7.16
1 Month2.75
3 Month0.73
1 YR12.30
2 YR3.29
3 YR8.96

SIP Returns

TenureReturns (CAGR)
1 YR9.18
2 YR4.34
3 YR6.55
5 YR9.34
10 YR13.48

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.94
Infosys Ltd.6.93
ICICI Bank Ltd.5.91
Kotak Mahindra Bank Ltd.4.53
Axis Bank Ltd.3.7
Larsen & Toubro Ltd.3.49
Gujarat State Petronet Ltd.2.98
State Bank of India2.92
Maruti Suzuki India Ltd.2.81
Bharat Petroleum Corpn. Ltd.2.77

Top Sectoral Holdings

Sector Name% Assets
Financial33.32
Energy11.12
Construction11
Technology9.09
FMCG6.4
Engineering5.38
Chemicals4.74
Automobile3.99
Healthcare3.45
Services2.82

Indicators

LabelValue
Portfolio turnover ratio58
Standard Deviation13.05%
Beta0.93%
Sharpe Ratio0.34

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