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SBI Magnum Equity ESG Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

  • Equity
  • Other Themes
  • Very High
  • Current NAV

    ₹65.5 0.0443%

    23-04-2024
  • Annual Returns

    29.52%

  • Min. SIP ₹500

    Min. Investment ₹1000

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  • Equity 96.26%
  • Others 3.74%

Market Cap

Allocation
Large Cap 71.62
Mid Cap 20.13
Small Cap 2.38
Others 2.13

Sector Allocation

Financial

Technology

Automobile

Capital Goods

Construction

Consumer Staples

Materials

Energy

Services

Textiles

Metals & Mining

Healthcare

Consumer Discretionary

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
Infosys Ltd. Large Cap Technology (31.53) 8.25% 22.78 17.32%
ICICI Bank Ltd. Large Cap Financial (24.8) 7.17% 18.03 23.2%
HDFC Bank Ltd. Large Cap Financial (24.8) 6.75% 19.39 -9.97%
Axis Bank Ltd. Large Cap Financial (24.43) 6.16% 28.68 29.81%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 5.09% 40.14 63.07%
Tata Consultancy Services Ltd. Large Cap Technology (31.53) 4.34% 30.54 22.56%
Ultratech Cement Ltd. Large Cap Materials (55.96) 4.13% 44.61 34.3%
TVS Motor Company Ltd. Large Cap Automobile (37.8) 3.91% 56.84 79.18%
State Bank of India Large Cap Financial (16.11) 3.82% 10.64 42.51%
ABB India Ltd. Large Cap Capital Goods (109.11) 3.61% 0 99.84%
Cummins India Ltd. Mid Cap Capital Goods (64.42) 2.67% 57.19 104.45%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 2.38% 0 0%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.55) 2.26% 79.95 42.86%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 2.19% 28.3 41.05%
Microsoft Corportion (US) Technology 2.13% 0%
L&T Technology Services Ltd. Mid Cap Technology (44.88) 1.93% 43.18 53.47%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 1.88% 33.53 51.61%
HDFC Asset Management Company Ltd. Mid Cap Financial (38.32) 1.88% 40.08 106.29%
Reliance Industries Ltd. Large Cap Energy (40.15) 1.87% 28.23 24.29%
Page Industries Ltd. Mid Cap Textiles (47.3) 1.85% 0 -10.3%
Eicher Motors Ltd. Large Cap Automobile (37.8) 1.82% 32.32 41.52%
Britannia Industries Ltd. Large Cap Consumer Staples (66.28) 1.77% 53.54 10.96%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.75% 38.75 29.66%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 1.59% 26.45 -0.13%
Divi's Laboratories Ltd. Large Cap Healthcare (54.69) 1.59% 72.39 16.71%
Thermax Ltd. Mid Cap Capital Goods (57.88) 1.57% 88.92 99.66%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.94) 1.55% 16.83 63.95%
Brigade Enterprises Ltd. Small Cap Construction (117.78) 1.49% 73.49 104.18%
Timken India Ltd. Mid Cap Capital Goods (50.75) 1.44% 0 4.77%
FSN E-Commerce Ventures Ltd. Mid Cap Services (894.45) 1.29% 1722.5 42.77%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 1.15% 132.29 -0.14%
Bank of India Mid Cap Financial (16.11) 1.13% 10.28 87.57%
Coforge Ltd. Mid Cap Technology (31.53) 1.02% 45.55 35.85%
Schaeffler India Ltd. Mid Cap Capital Goods (50.75) 0.98% 0 20.3%
Ashok Leyland Ltd. Mid Cap Automobile (93.34) 0.96% 21.55 28.29%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (129.82) 0.89% 96.87 16.7%

Market Cap

Allocation
Others 3.74

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.2% 0%
Others Others 0.73% 0%
Others Others -0.19% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for SBI Magnum Equity ESG Fund?

The top holdings of this fund are Infosys Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Axis Bank Ltd., Larsen & Toubro Ltd.

Top 5 Sector for SBI Magnum Equity ESG Fund?

The major sectors of this fund are Financial, Technology, Automobile, Capital Goods, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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