SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

Thematic-Others NAV 172.5341 0 09 June, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 November, 2006
Benchmark NIFTY 100 ESG
Asset Size(Cr) 4411.66 (As on 31-03-2023)
Turn over 31%
Min Investment ₹ 1000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.96% (As on 31-03-2023)
Fund Manager Mohit Jain, Rohit Shimpi

Investment Returns (As on 09 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.96% 1.58% 1.81%
1 M 3.4% 4.02% 3.71%
3 M 0.34% 1.44% 1.83%
6 M -1.34% 0.35% -0.11%
1 Y 4.81% 7.25% 5.45%
2 Y 10.09% 12.49% 10.89%
3 Y 21.5% 23.79% 24.92%
5 Y 11.17% 12.46% 9.69%

Risk Mesasures (As on 09 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.61 1.13 -1.17 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.21%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 4.81% 21.5% 11.17%

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SBI Magnum Equity Fund: Capitalizing Growth

SBI Magnum Equity Fund growth is a mutual fund programme that is creating wealth for a large number of investors, with the primary objective of appreciating capital. It is an open-ended equity scheme, which makes investment in the equity and equity-related securities, generally for a long-term horizon. SBI magnum equity fund focuses on investing in the stocks of high-growth companies and also provides liquidity. Along with investments in the equity stock, some of the capital under sbi equity fund g scheme is invested in the debt and money market instruments to offer wide diversification and lessen down the exposure towards risk.

SBI Magnum Equity Fund growth online scheme which is suitable for the investors who are seeking long-term investment and willing to put the funds in such companies which have high-growth potential. The risk associated with SBI magnum fund plan is moderate and is less prone to market fluctuations. We recommend sbi magnum equity fund g strategy to our clients because of its market-held possession. Being a product from SBI Mutual Funds, SBI magnum Equity fund growth Scheme holds trust among the investors and henceforth, is among the most preferred schemes in India. So let us know how SBI Equity Fund g shall help you gain maximum profits and why should you opt for online sbi magnum fund.

SBI Equity Fund: Investment Strategy

SBI magnum equity fund growth scheme has been designed after doing in-depth research and market analysis. Furthermore, the fund managers have gone into various surveys and have evaluated the investors’ behaviour in order to formulate the plan as per their desire. After making wide diversification in various sectors and instruments, the online SBI equity fund g scheme aims to provide less exposure towards risk.

SBI Magnum Fund Growth Plan: Performance

SBI magnum fund is among the best performing schemes in the equity fund category and is ranked second in Large Cap Funds as per CRISIL rating for the quarter ended in June 2016. SBI equity growth fund holds four-star rating which proves its market proficiency that has been maintained by the same. SBI magnum equity fund growth performance is measured against the set benchmark, i.e., NIFTY 50, and has been appreciable since its inception. The annualised return on investment in sbi equity fund g held for three- and five-year are 21.8% and 16.7% respectively. SBI magnum equity fund growth has helped many investors in building wealth for their future.

The SBI Magnum Equity Fund growth NAV amounted to Rs.84.588 as on September 26th, 2016. It has always been on a constant pace to offer the expected returns. SBI equity fund has helped investors in valuing the exact worth of their investment. The absolute returns for the year 2015 were also appreciable. They reached the level of 42.7% as well for six months investment horizon. Accordingly, with this, we can easily conclude that the tracking record of SBI magnum Equity Fund performance is substantial and henceforth sbi equity growth fund would definitely help one to grow whooping money.

SBI Magnum Equity Fund: Portfolio Review

The assets held by sbi magnum fund growth online scheme amount to Rs.1,711 crore as on August 31, 2016. 98.35% of the same are invested in the equity and related securities, and remaining 2.09% is put in the debt instruments. The asset allocation graph depicts proper management of the funds in order to provide diversification. The sector in which sbi magnum equity fund g scheme has made investment include banking, IT, refineries, pharmaceuticals and automobile. The top holdings in which the funds of sbi magnum equity fund plan have been invested are among the most prominent entities in the country. They include

  • HDFC Bank Ltd.
  • Infosys Ltd.
  • State Bank of India
  • Reliance Industries
  • Axis Bank and many more.

So, you can easily culminate that you can reach the set financial goals by investing your money in the SBI Magnum growth Fund online. We recommend online sbi magnum equity fund growth investment strategy because we have evaluated the same thoroughly and are sure that sbi equity fund growth capacitates the proficiency of building capital growth.

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