SBI Magnum MultiCap Fund (Equity, Multi Cap)

Moderately High
14 yrs 5 monthsStarted on:29 Sep 2005
₹ 8760.49 Cras on: 20 Feb 2020
Long Term Horizon
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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TenureReturns (CAGR)
1 Month0.48
3 Month2.71
1 YR17.93
2 YR6.21
3 YR10.00

SIP Returns

TenureReturns (CAGR)
1 YR13.25
2 YR9.47
3 YR8.07
5 YR10.31
10 YR13.95


Company Name% Assets
HDFC Bank Ltd.8.23
ICICI Bank Ltd.6.6
Tata Consultancy Services Ltd.4.62
Kotak Mahindra Bank Ltd.4.29
Axis Bank Ltd.3.63
HCL Technologies Ltd.3.63
Larsen & Toubro Ltd.3.4
JK Cement Ltd3.25
Gujarat State Petronet Ltd.3.22
Bharti Airtel Ltd.3.18

Top Sectoral Holdings

Sector Name% Assets
Cons Durable3.18


Portfolio turnover ratio41
Standard Deviation12.15%
Sharpe Ratio0.5

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