SBI Magnum Equity ESG Fund
500
Min SIP
1,000
Min Lumpsum
1.35 %
Expense Ratio
Rating
4,543
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.3% | 27.2% | 12.8% | 13.7% | ||||
| Category Average | 10.7% | 2.9% | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
TCS
H D F C
ICICI Bank
Infosys
Larsen & Toubro
Others
Advance Ratio
0.39
Alpha
4.28
SD
0.87
Beta
0.16
Sharpe
Exit Load
| Exit Load | For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL. |
|---|
Fund 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.
Fund Managers
Rohit Shimpi
Mr Rohi Shimpi joined SBI MF in 2006 and has been managing international funds since March 2011. He is an equity analyst and fund manager at SBI MF and manages an AUM of INR 5,830 crores at SBI Mutual Fund. He has previously worked at CNBC TV18 and JP Morgan.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 293
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4.7%Fund Size - 293
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5.6%Fund Size - 293
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2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.8%Fund Size - 2,373
-
46.2%Fund Size - 2,373
-
16.4%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
5.9%Fund Size - 9,940
-
40.8%Fund Size - 9,940
-
21.3%Fund Size - 9,940
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- Equity .
- Sectoral / Thematic .
-
- 1,241
-
27.1%Fund Size - 1,241
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39.1%Fund Size - 1,241
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15.1%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 6,312
-
22.4%Fund Size - 6,312
-
35.5%Fund Size - 6,312
-
10.4%Fund Size - 6,312
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
How to invest in SBI Magnum Equity ESG Fund ?
You can invest in SBI Magnum Equity ESG Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Magnum Equity ESG Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Magnum Equity ESG Fund ?
The NAV of SBI Magnum Equity ESG Fund is ₹183.9 as of 26 May 2023.
How to redeem SBI Magnum Equity ESG Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of SBI Magnum Equity ESG Fund?
The minimum SIP amount of SBI Magnum Equity ESG Fund is ₹500
What are the top sectors SBI Magnum Equity ESG Fund has invested in??
The top sectors SBI Magnum Equity ESG Fund has invested in are
- TCS - 6.92%
- H D F C - 6.44%
- ICICI Bank - 6.42%
- Infosys - 6.31%
- Larsen & Toubro - 4.68%
How much returns have SBI Magnum Equity ESG Fund generated ?
The SBI Magnum Equity ESG Fund has delivered 13.7% since inception
What is the expense ratio of SBI Magnum Equity ESG Fund ?
The expense ratio of SBI Magnum Equity ESG Fund is 1.35 % as of 26 May 2023.
What is the AUM of SBI Magnum Equity ESG Fund?
The AUM of SBI Magnum Equity ESG Fund is ₹6,48,640 Cr as of 26 May 2023
What are the top stock holdings of SBI Magnum Equity ESG Fund?
The top stock holdings of SBI Magnum Equity ESG Fund are
- TCS - 6.92%
- H D F C - 6.44%
- ICICI Bank - 6.42%
- Infosys - 6.31%
- Larsen & Toubro - 4.68%