SBI Magnum Equity ESG Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 2053.12
Expense Ratio
1%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 253829
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
99.7597
(-0.27 %)
NAV as on 2018-11-14
Returns
Fund
SBI Magnum Equity ESG Fund - Direct Plan
1 Year
3.83%
3 Year
10.24%
5 Year
14.87%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
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
Moderately 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
Earlier known as Magnum Multiplier Plus '90, the scheme seeks capital appreciation through investments in diversified portfolio of equities of high growth companies. The scheme was made open-ended in January 1998.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,067
Portfolio Value
67
Total Returns