SBI Magnum Global Fund (G)

4
Themetic-MNC NAV 163.2162 0.82 13 September, 2019
  • 7.36%
  • 9Y 10M

SBI Magnum Global Fund is an open-ended scheme that invests in the equity and equity-related securities of the Multi-National companies. The fund selects those companies who have a significant shareholding in any foreign entity, have 50% turnover from foreign countries or such companies which are listed in international markets. SBI Magnum Global Fund offers the long-term capital appreciation. It is suitable for the investors who have the high-risk appetite and are willing to invest for a long-term investment horizon over the period of three to five years.

Fund Details

Category Themetic-MNC
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 September, 1994
Benchmark S&P BSE Mid Small Cap TRI
Asset Size(Cr) 3354.33 (As on Jul 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1 % For 365 Days
Expense Ratio 2.11 % (As on Jul 31, 2019)
Fund Manager Anup Upadhyay

Investment Returns (As on 13 Sep, 2019)

  • 3 Month -2.27%
  • 6 Month -2.8%
  • 1 Year -5.17%
  • 3 Year 4.62%
  • 5 Year 7.36%
Graph
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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.

Asset Allocation

  • Equity: 93.16%
  • Debt: 0.00%
  • Cash: 6.84%

Top Sector Allocation

  • Sector Allocation (%)
  • CBLO6.4992
  • ProcterGambleHygieneandHealthCareLtd5.0401
  • MRFLtd4.4514
  • DivisLaboratoriesLtd4.1127
  • GrindwellNortonLtd3.9308
  • SolarIndustriesIndiaLtd3.8246
  • BalkrishnaIndustriesLtd3.5545
  • AUSmallFinanceBankLtd3.4866
  • WestlifeDevelopmentLtd3.3853
  • GRUHFinanceLtd3.2472

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Magnum Global Fund (G) -5.17% 4.62% 7.36%

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SBI Magnum Global Fund - Wealth Creation From Multinational Stocks

SBI Magnum Global Fund G can act as the manager for our monies to create wealth out of it. This is an investment plan which is designed by a renowned brand of mutual funds industry, the SBI mutual funds. By offering varied investment solutions, SBI launched SBI magnum global fund in 1994, with an objective of providing maximum growth opportunities from a portfolio of equity and debt instruments of companies having high-growth potential.

The SBI Magnum Global Fund is an open-ended equity scheme which invests in a well-researched manner into the stocks and securities of companies which has the potential of growing high. Sbi global magnum fund g strategy is apt for the investors who are desirous of long-term investments with maximum development opportunities.

Everyone is aware of the rising inflation rates, which is causing a depreciating effect on the value of money. Thus, it has become crucial for all of us to manage our funds in an efficient manner. But, everyone does not have such skills and expertise to be the best money manager and hence, needs to avail the services of a financial expert.

Major Traits of SBI Magnum Global Fund G

An investor can earn the best returns by putting the monies into it. SBI Magnum Global Fund growth is a growth-oriented plan which aims to create a corpus for the investors by accumulating the returns. The major traits of this strategy that would prove efficiency of this of creating wealth are mentioned below:

An investor can start the investment in sbi magnum global fund g plan with a minimum of Rs.5000.

  1. SBI Magnum Global Fund is the oldest scheme in the category of MNC thematic mutual fund.
  2. It invests in the stocks of multinational companies with the highest growth potential.
  3. The fund has an impressive long term track record.
  4. It has a higher allocation in the mid and small-cap stocks than peers.
  5. It has been a consistent performer in the long term, but has also shown volatility.
  6. It is managed by a highly experienced fund manager and is backed up by SBI Mutual Fund, one of the largest fund houses in India.
  7. The fund manager Mr Anup Upadhyay has more than 12 years of experience and holds an MBA (Finance) from IIM Lucknow.
  8. The portfolio of SBI Magnum Global Fund is well diversified and contains stocks from 10-12 sectors.
  9. Market conditions are well utilised by the fund manager of SBI Magnum Global Fund.
  10. It follows the growth style of investment.
  11. It charges a lower expense ratio than most of the schemes in the category.

The NAV of SBI magnum global fund g can be used to decide the units that shall be allotted to you at the time of investment. Accordingly, you can add this to your portfolio to enhance its worth and thus fetch aspiring returns. In addition, you can use the sip calculator and compute the outcome of investment prior to investing.

SBI Magnum Global Fund - How Does it Work?

Thematic mutual funds invest in the companies of a particular theme. SBI Magnum Global Fund specifically invests in MNC shares and the behaviour of such stocks depends on the market trends of Indian as well as the market in which the selected MNC has its business. These stocks are majorly influenced by the international market conditions and thus involves high risk. Under a bearish trend, a majority of the stocks in the portfolio display similar behaviour and hence the NAV can depreciate drastically. While under the desired market condition, the gains can be much higher than other categories of the mutual fund. The timings in the market can be used to maximise the output as more number of units can be purchased when the NAV falls which can be quite beneficial in the long term when the fund recovers. For the same reason, thematic mutual funds are mostly recommended for experienced investors who can track the market conditions and make better calls regarding investments. However, at MySIPonline, even a layman with no financial background can take advantage of SBI Magnum Global Fund as the assistance of the experts can be taken anytime.

SBI Magnum Global Fund - Portfolio Structure & Investment Strategy

The portfolio of SBI Magnum Global Fund is focused over fewer number of stocks while the majority of them are of small and mid-cap companies. This incurs high risk but is equally profitable when the market trends are on a positive note. The selection of stocks is done from various sectors to diversify the portfolio. The selected stocks have their business in multiple nations hence economic imbalance in any country where the chosen stocks have their business can lead to volatility in the NAV of SBI Magnum Global Fund. The investment strategy is growth-oriented and reasonable amount is invested in every stock. The portfolio is overweight in defensive sectors but has a right balance in other sectors.

SBI Magnum Global Fund G - Who Should Invest?

SBI Magnum Global Fund is a decent scheme for long term investment, but it is only suitable for a limited audience. To make better wealth out of this scheme, it is essential to make informed calls at the right time. Thematic funds are suitable for experienced investors who can take finer decisions regarding investments. Apart from that, it has a high-risk portfolio due to the significant involvement of small and mid-cap stocks. Investors who cannot tolerate volatility can skip this scheme while those who can stay invested for a long term regardless of fluctuations can take advantage of SBI Magnum Global Fund.

SBI Magnum Global Fund has achieved the financial objectives of thousands of investors in the last 24 years. The investments can be done through SIP as well as a lump sum from a minimum amount of Rs 500. Suitable and potential investors can start investing through MySIPonline and grab the benefits of various tools like SIP Calculator, Tax calculator and user-friendly dashboard to track all the investments at one place.

Furthermore, by availing the services of My SIP Online using different tools and solutions, one can take the best investment decision of engaging hard earned money in sbi magnum global fund growth online scheme and create wealth for the future.

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Meet Our Clients
SBI Magnum Global Fund is one of the best thematic funds investing in top MNCs. The fund has offered good returns in the past. Therefore, I made the investment of Rs 3,000 on a monthly basis in the fund last year. SBI global fund has delivered me good returns. It is a proficient and robust fund which keeps the gravity even in the worst conditions. However, the fund is risky, so I hope it will offer me high returns in the long run.
Aparna Mehta Delhi, India
SBI Magnum Global Fund Growth invests in the best of multinational stocks and has a set of best stocks in the portfolio. I have been investing in equities for 10 years and this particular scheme has impressed me the most. The performance of the scheme also depends on the international market and this scheme has done well to utilise better opportunities. I think if you are interested in the MNC stocks, SBI magnum global fund is made for you.
Mudit Lucknow
I chose SBI Magnum Global Fund Growth to take advantage of the growth of multinational companies. The fund has a nice portfolio and contains stocks of every size. This diversified portfolio has given me impressive returns in the last 5 years and I would recommend this scheme for long term investment goals.
Charvi Mumbai, India
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