SBI Magnum Multicap Fund (Equity, Multi Cap)

Moderately High
12 yrs 12 monthsStarted on:29 Sep 2005
₹ 6176.08 Cras on: 21 Sep 2018
Long Term Horizon
2.46%
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 YR2.23
2 YR11.29
3 YR13.13

SIP Returns

TenureReturns (CAGR)
2 YR7.42
3 YR11.27
5 YR15
10 YR15.41

Portfolio

Company Name% Assets
Infosys Ltd.7.37
HDFC Bank Ltd.6.17
ICICI Bank Ltd.4.69
ITC Ltd.4.52
Kotak Mahindra Bank Ltd.3.43
Bharat Petroleum Corpn. Ltd.3.38
Axis Bank Ltd.3.26
AU Small Finance Bank Ltd.2.71
Bajaj Finance Ltd.2.64
Mahindra & Mahindra Ltd.2.31

Top Sectoral Holdings

Sector Name% Assets
Financial34.39
Technology9.46
Energy9.02
Automobile8.17
FMCG7.51
Construction5.32
Services4.44
Healthcare3.78
Engineering3.64
Chemicals3.41

Indicators

LabelValue
Portfolio turnover ratio70
Standard Deviation13.85%
Beta0.97%
Sharpe Ratio0.65

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

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