SBI Magnum Multicap Fund (G)

4
Multi Cap NAV 50.6371 0.62 04 December, 2019
  • 10.29%
  • 7Y 1M
SBI Magnum Multicap Fund (G) was previously known as

SBI Magnum Multi-Cap Fund (G)

Fund Details

Category Multi Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 29 September, 2005
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 8334.28 (As on Oct 31, 2019)
Min Investment ₹ 1000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.02% (As on Oct 31, 2019)
Fund Manager Anup Upadhyay

Investment Returns (As on 04 Dec, 2019)

  • 3 Month 8.47%
  • 6 Month -0.44%
  • 1 Year 11.17%
  • 3 Year 12.48%
  • 5 Year 10.29%
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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: 95.21%
  • Debt: 0.00%
  • Cash: 4.79%

Top Sector Allocation

  • Sector Allocation (%)
  • HDFCBankLtd7.4464
  • CBLO5.4681
  • ICICIBankLtd3.1329
  • BhartiAirtelLtd2.6489
  • HCLTechnologiesLtd2.6221
  • KotakMahindraBankLtd2.6031
  • MarutiSuzukiIndiaLtd2.4254
  • Colgate-PalmoliveIndiaLtd2.4183
  • IndusIndBankLtd2.3104
  • MahindraMahindraFinancialServicesLtd2.1883

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Magnum Multicap Fund (G) 11.17% 12.48% 10.29%
Kotak Standard Multicap Fund (G) 12.54% 14.17% 10.46%
Nippon India Multi Cap Fund (G) 3.36% 11.58% 5.03%

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SBI Magnum Multicap Fund G: Offering Consistent Returns & Growth

SBI Magnum Multicap Fund Growth is one of the most consistent performers among the various diversified equity schemes. This scheme has been formulated by the proficient team of fund managers of SBI Mutual Funds, in order to provide the best returns to the investors. The internal rate of return (IRR) of monthly SIPs in SBI Magnum Multicap Fund in the last five years was around 23%; that is one of the highest in the diversified equity funds’ category. SBI Magnum Multicap Fund has been ranked three times in the top quartile in the last five years. Here under is provided a synopsis of fund strategy which would help you gain knowledge about SBI magnum Fund to take a decision to opt for the same.

SBI Magnum Multicap Fund Investment Details

The SBI magnum multicap fund growth scheme was launched on September 16, 2005, under the diversified equity mutual funds category by SBI Mutual Fund. SBI magnum multicap fund is an open-ended growth scheme which aims to provide opportunities to the investors for long-term capital appreciation with flexibility and liquidity. It makes investment in the diversified basket of equity stocks after spanning the entire market capitalisation spectrum. In addition, sbi multicap fund g puts the funds in the debt instruments to provide wide diversification.

SBI Magnum Multicap Fund Growth Performance

We have evaluated the returns and track records of multicap fund of SBI which depicts that after the underperformance in 2011, sbi magnum multicap fund growth strategy was able to outperform both the category and benchmark in the subsequent years. In the year 2015, sbi magnum multicap fund performance was remarkable, as it was able to survive in the market and yield double-digit returns even after facing various fluctuations. It has beaten the benchmark in three-year rolling returns by offering above 20%, more than ninety times, which is a strong determiner of sbi magnum multicap fund outstanding performance.

Furthermore, SBI magnum multicap fund G is ranked first under the ‘Diversified Equity Fund’, as per the analysis of CRISIL for the first quarter of 2016, ended in June. It is offering returns around 29.7% and 20.4% on the investments held for three and five years. It has offered the growth (in terms of rupees) as Rs.38.0325 per unit to the investors and helped them in appreciating their capital. Henceforth, we can conclude here the scheme will definitely help one in generating higher returns and enhancing the worth of investment amount.

SBI Magnum Multicap Fund Portfolio Construction

SBI Multicap Fund growth scheme has an asset size of Rs.1,096 crore as on August 31, 2016, which is invested in the equities of the companies after spanning the entire market capitalisation spectrum. As per the strategy of SBI magnum multicap fund g plan, 50-90% funds are put in the large-cap stocks, 10-40% in mid-cap stocks and not more than 10% in the small-cap stocks. SBI multicap fund follows the growth investment style to provide appreciation in the capital. This fund has a bias for cyclical sectors like banking & finance, automobiles, construction, etc. And, to balance the cyclical risk and provide diversification, around 20% funds are allocated in other sectors as well which include technology, FMCG and pharmaceuticals.

The top five holdings of SBI magnum multicap fund growth plan in which 20.3% of the assets are allocated include:

  • Infosys Ltd.
  • Equitas Holding
  • M&M Financial Services
  • HPCL
  • Jubilant FoodWorks

In addition to the above-mentioned information, if we take the risk appetite of SBI multicap fund growth towards market volatility, we would conclude that it is slightly lower than many other schemes of sbi multicap fund growth category. Henceforth, it is the correct option for the investors seeking investments in the equity market for a relatively long-term duration. We recommend you sbi multicap fund growth plan because of the various benefits that it is offering to a large number of investors of sbi magnum fund scheme. You can buy the SBI Magnum Multicap Growth Plan to avail the varied advantages and earn a huge corpus.

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Meet Our Clients
To be honest, I would like to recommend this fund to anyone who is in search of the best multicap fund. Just like every new investor, I was also a bit nervous before stepping in the mutual fund market. But, with SBI Magnum Multicap Fund Growth by my side I feel safe. The fund is a good pick on the basis of returns and recovery rate. Don’t think twice before investing in this mutual fund. Thank me later.
Rituraj Hyderabad
Earlier I was always attracted towards debt funds but when I saw the growth of SBI Magnum Multicap Fund, I instantly changed my mind. I am a 35 years old middle-class man and want to generate a good amount after my retirement. I am investing Rs. 7000 monthly in this scheme to achieve my financial goal. As per the returns, I am sure to enjoy my old days.
SomnathMumbai
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