SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
14 yrs 2 monthsStarted on:29 Sep 2005
₹ 8334.28 Cras on: 15 Nov 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)
YTD10.46
1 Month3.08
3 Month7.97
1 YR14.00
2 YR5.24
3 YR12.86

SIP Returns

TenureReturns (CAGR)
1 YR13
2 YR7.18
3 YR8.1
5 YR10.17
10 YR13.87

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.68
ICICI Bank Ltd.6.11
Kotak Mahindra Bank Ltd.4.2
Axis Bank Ltd.3.85
Larsen & Toubro Ltd.3.38
State Bank of India3.26
Maruti Suzuki India Ltd.3.06
HCL Technologies Ltd.2.95
Gujarat State Petronet Ltd.2.79
JK Cement Ltd2.75

Top Sectoral Holdings

Sector Name% Assets
Financial34.37
Energy11.11
Construction10.46
FMCG5.77
Chemicals5
Automobile4.47
Engineering4.43
Healthcare3.23
Services2.58
Cons Durable2.22

Indicators

LabelValue
Portfolio turnover ratio58
Standard Deviation13.02%
Beta0.92%
Sharpe Ratio0.32

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