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 Class | Equity |
| Scheme Category | Equity - Other |
| Benchmark Type | S&P BSE 100 |
| Expense Ratio | 1% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,351 |
| AMC AUM (in Crs.) | ₹ 2,83,807 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 19.0% | |
| 1000 | 1000 | 19.65% | |
| 500 | 500 | 11.11% | |
| 1000 | 1000 | 8.1% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 8 |
| Infosys Ltd | Equity | 6 |
| Tata Consultancy Services Ltd | Equity | 5 |
| Bajaj Finance Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 5 |
| Axis Bank Ltd | Equity | 4 |
| State Bank of India | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash | 1 |
| Cash - CD Time Deposit | 1 |
| Cash - Repurchase Agreement | 1 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 27 |
| Information Technology Services | 12 |
| Oil & Gas Refining & Marketing | 9 |
| Engineering & Construction | 5 |
| Auto Manufacturers | 5 |
SBI Mutual Fund
AUM
₹2,83,807 Cr
About
With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.
partnerforlife@sbimf.com
Phone
18002093333
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
Calculate Returns
Investment Duration
Years
6Months
0Investment Amount
₹ 10000
Return Amount
₹ 4185
Return Rate
6 %
Duration
6y 0m
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