SBI Magnum Equity ESG Fund Direct
Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 1962.09
Expense Ratio
1.17%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
29 Jun 1987
Sponsor
NA
Email
partnerforlife@sbimf.com
Phone
022 - 61793000
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
This product is suitable for investors who are seeking
• Long term investment
• Investments in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,061
Portfolio Value
₹61
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.