SBI Magnum Equity ESG Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹1,000.0 1.34 % 0★ ₹4,696.0 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹1,000.0 1.34 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹4,696.0 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 2.9% 15.2% 13.2% 14.3%
Category Average 2.8% - - -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
6.15%
H D F C
6.1%
Infosys
5.01%
Axis Bank
4.71%
HDFC Bank
4.59%
Others
73.44%
Banks
21.48%
Automobiles
12.57%
Finance
7.76%
Consumer Durables
4.01%
Construction & Others
3.88%
Others
50.3%
Equity
96.18%
Foreign Equity
2.07%
Reverse Repos
1.17%
Derivatives
0.85%
Net Curr Ass/Net Receivables
-0.27%
Others
0%

Fund House Details

SBI Mutual Fund

SBI Magnum Equity ESG Fund

Fund Manager
Rohit Shimpi

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.

Advance Ratio

-0.01 1.14 0.95 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

SBI Mutual Fund
AUM:
6,48,640.0 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

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"
The SBI Magnum Equity ESG Fund has delivered 14.3% since inception
The NAV of SBI Magnum Equity ESG Fund is ₹181.5 as of 25 November 2022.
The expense ratio of SBI Magnum Equity ESG Fund is 1.34 % as of 25 November 2022.
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”.
Invest Now