SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
14 yrs 4 monthsStarted on:29 Sep 2005
₹ 8479.69 Cras on: 17 Jan 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

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Tenure

TenureReturns (CAGR)
YTD2.48
1 Month3.11
3 Month5.01
1 YR13.12
2 YR3.02
3 YR12.34

SIP Returns

TenureReturns (CAGR)
1 YR15.43
2 YR9.64
3 YR8.66
5 YR10.64
10 YR14.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.82
ICICI Bank Ltd.6.99
Tata Consultancy Services Ltd.4.96
Kotak Mahindra Bank Ltd.4.41
Axis Bank Ltd.3.87
State Bank of India3.42
Larsen & Toubro Ltd.3.33
HCL Technologies Ltd.3.24
Hindalco Industries Ltd.2.96
Maruti Suzuki India Ltd.2.94

Top Sectoral Holdings

Sector Name% Assets
Financial34.62
Energy10.73
Construction8.32
Technology8.2
FMCG6.34
Automobile5.51
Chemicals5.18
Metals3.6
Healthcare3.28
Engineering3.07

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation12.36%
Beta0.91%
Sharpe Ratio0.58

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