SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
13 yrs 11 monthsStarted on:29 Sep 2005
₹ 7465.19 Cras on: 23 Aug 2019
Long Term Horizon
2.13%
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)
YTD0.47
2 YR2.44
3 YR7.47

SIP Returns

TenureReturns (CAGR)
3 YR3
5 YR7.47
10 YR12.54

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.57
Infosys Ltd.7.12
ICICI Bank Ltd.5.84
Kotak Mahindra Bank Ltd.3.89
Larsen & Toubro Ltd.3.55
State Bank of India3.47
Axis Bank Ltd.3.32
Gujarat State Petronet Ltd.3.15
JK Cement Ltd2.66
ITC Ltd.2.35

Top Sectoral Holdings

Sector Name% Assets
Financial33.85
Construction11.68
Technology9.35
Energy8.1
FMCG6.27
Engineering4.56
Chemicals4.48
Automobile3.54
Services3.01
Healthcare2.67

Indicators

LabelValue
Portfolio turnover ratio61
Standard Deviation12.78%
Beta0.92%
Sharpe Ratio0.23

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