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SBI Mutual Fund

SBI Magnum Equity ESG Fund Direct Plan - Growth

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
22nd of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
145,411
star
149,265
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
49,265
Profit (absolute return)
49.27%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
4.04%
In the last 6 months
9.74%
In the last 1 year
15.24%
In the last 3 years
49.27%
In the last 5 years
57.13%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at high risk

Scheme Information

SBI Magnum Equity ESG Fund Direct Plan - Growth
SBI Magnum Equity ESG Fund Direct Plan - Growth
as of 21 Jan 2020, 10:05 PM
2,688.85 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.42%
Expense Ratio
Plan
Growth
2.61%
Cash Holding
Benchmark
NIFTY 100 ESG Total Return Index
Scheme Document
Benchmark
NIFTY 100 ESG Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
Financial
45.45%
1,222.08 Cr
Technology
10.22%
274.80 Cr
Construction
8.52%
229.09 Cr
Energy
8.03%
215.91 Cr
Automobile
5.74%
154.34 Cr
FMCG
3.39%
91.15 Cr
Chemicals
2.85%
76.63 Cr
Metals
2.71%
72.87 Cr
Cash Holding
2.61%
70.26 Cr
Services
2.36%
63.46 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
HDFC Bank Ltd.
9.70%
260.82 Cr
Reliance Industries Ltd.
6.48%
174.24 Cr
Bajaj Finance Ltd.
6.39%
171.82 Cr
ICICI Bank Ltd.
6.01%
161.60 Cr
Kotak Mahindra Bank Ltd.
5.39%
144.93 Cr
Tata Consultancy Services Ltd.
4.82%
129.60 Cr
Infosys Ltd.
4.41%
118.58 Cr
Axis Bank Ltd.
4.21%
113.20 Cr
Larsen & Toubro Ltd.
3.86%
103.79 Cr
State Bank of India
3.72%
100.03 Cr
View All
View All

About SBI Magnum Equity ESG Fund Direct Plan - Growth

SBI Magnum Equity ESG Fund Direct Plan - Growth is a Equity mutual fund scheme from SBI Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Ruchit Mehta. It has an AUM of ₹2,688.85 Crores and the latest NAV decalared is ₹120.159 as on 21 Jan 2020 at 10:05 pm.
SBI Magnum Equity ESG Fund Direct Plan - Growth scheme return performance in last 1 year is 15.24%, in last 3 years is 49.27% and 147.75% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:2,688.85 Cr
Category:Equity: Thematic
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria.

AMC Information

SBI Mutual Fund
SBI Mutual Fund
View AMC Details
361,927.35 Cr
AUM
104
Schemes
Address
Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East)400051
Phone Number
Phone Number
Phone : 022-61793000 / 1800-425-5425
Fax : 022-22189663