SBI Magnum Equity ESG Fund Direct
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
Fund Info
Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 2103.98
Expense Ratio
1.53%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Equity - Other |
| Benchmark Type | S&P BSE 100 |
| Scheme AUM (in Crs.) | ₹ 2103.98 |
| Expense Ratio | 1.53% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 264353 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.35
Reliance Industries Ltd.
Equity
7.58
Infosys Ltd.
Equity
6.56
Kotak Mahindra Bank Ltd.
Equity
6.54
Mahindra & Mahindra Ltd.
Equity
5.31
Larsen & Toubro Ltd.
Equity
4.97
Bajaj Finance Ltd.
Equity
4.14
ICICI Bank Ltd.
Equity
3.96
Asian Paints Ltd.
Equity
3.43
Tata Consultancy Services Ltd.
Equity
3.33
Sector Allocation(%)
Sector
Percent
Energy
9.56
Construction
5.88
Financial
38.67
Technology
11.59
Automobile
10.32
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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