|P & G Hygiene||FMCG||Equity||7.63%|
|Page Industries||Readymade Garments/ Apparells||Equity||4.67%|
|Infosys||IT - Software||Equity||4.35%|
|CCL Products||Plantation & Plantation Products||Equity||4.25%|
|Grindwell Norton||Capital Goods-Non Electrical Equipment||Equity||4.25%|
|United Breweries||Alcoholic Beverages||Equity||4.11%|
|ZF Commercial||Auto Ancillaries||Equity||3.08%|
|Esab India||Capital Goods-Non Electrical Equipment||Equity||2.16%|
|Kennametal India||Capital Goods-Non Electrical Equipment||Equity||1.25%|
|Pharmaceuticals & Biotech||15.02%|
|Textiles & Apparels||5.94%|
|Chemicals & Petrochemical||5.22%|
|Agricultural Food & other||3.99%|
|Cash & Others||0.1%|
|Exit Load||For exit within 12 months from th date of allotment. 1.00%. For exit after 12 months from the date of allotment - NIL.|
SBI Mutual Fund’s SBI Magnum Global Direct Plan-Growth is an Equity mutual fund plan. Introduced on September 30, 1994, this scheme is now overseen by R. Srinivasan & Mohit Jain, who serve as their fund managers. The portfolio has a 73.48% allocation to domestic equities, with 35.29% allocated to large-cap stocks, 9.88% to mid-cap stocks, and 20.31% to small-cap stocks.
The objective of the SBI Magnum Global Fund is to offer investors the potential for long-term capital gain through the active management of assets in a diversified portfolio made up mostly of MNC firms. The fund must hold at least 80% of its assets in the equity of multinational corporations (MNC*).
The SBI Magnum Global Fund offers the option to invest up to 20% of its assets in non-MNC shares, debt, or money market instruments. The fund employs a bottom-up method of stock selection and can choose MNC-eligible firms from across industries and market sizes.
Pros & Cons
|Potential to generate an alpha.||High expense ratio.|
|Not for novice investors.|
|Potential for long term returns.||High risk in nature.|
|Provides regular income for the investors.|
Who should invest in the SBI Magnum Global Fund?
Investors who have a sophisticated understanding of macro trends and who like making selected bets for greater returns in comparison to other Equity funds can look forward to investing in SBI Magnum Global Fund. Even while the market as a whole is doing well, these investors nevertheless need to be prepared for the chance that their assets might sustain moderate to significant losses.
What are the benefits of investing in the SBI Magnum Global Fund?
Thematic funds such as SBI Magnum Global Fund, diversify their investments across industries to lessen this risk. The fund attempts to reduce overall industry volatility by investing in a variety of equity instruments, given the inherent volatility of equities.
● Appealing returns
While most investors prefer to ride the tide rather than chart their own course, those who do their research and join the market at the proper moment might achieve returns much more than the benchmark.
● Fund managers finding the right theme
Investing in thematic funds may give investors access to a variety of firms that are driving a certain theme or trend, which can be difficult to acquire via individual stock selection.
- Fund Name
- Fund Size
- 3Y Returns
- ICICI Pru Infrastructure Fund – Direct Growth
33.5%Fund Size - 2,986
46.2%Fund Size - 2,986
21%Fund Size - 2,986
- Franklin Build India Fund – Direct Growth
31.3%Fund Size - 1,506
41.8%Fund Size - 1,506
19.2%Fund Size - 1,506
- LIC MF Infrastructure Fund – Direct Growth
24%Fund Size - 116
36%Fund Size - 116
18.6%Fund Size - 116
- Franklin India Opportunities Fund – Direct Growth
26.2%Fund Size - 1,177
29.7%Fund Size - 1,177
16.9%Fund Size - 1,177
- ICICI Pru Banking & Financial Services – Dir Growth
14.7%Fund Size - 6,740
28.4%Fund Size - 6,740
12.7%Fund Size - 6,740
AMC Contact Details
Frequently Asked Questions
How to invest in SBI Magnum Global Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Magnum Global Fund – Direct Growth 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 Global Fund – Direct Growth ?
How to redeem SBI Magnum Global Fund – Direct Growth holding ?
What is the minimum sip amount of SBI Magnum Global Fund – Direct Growth?
What are the top sectors SBI Magnum Global Fund – Direct Growth has invested in?
- Pharmaceuticals & Biotech - 15.02%
- Industrial Products - 12.98%
- Others - 12.86%
- Personal Products - 7.67%
- Automobiles - 7.01%
Can I make investments in both the SIP and Lump Sum schemes of SBI Magnum Global Fund – Direct Growth?
How much returns have SBI Magnum Global Fund – Direct Growth generated ?
What is the expense ratio of SBI Magnum Global Fund – Direct Growth ?
What is the AUM of SBI Magnum Global Fund – Direct Growth?
What are the top stock holdings of SBI Magnum Global Fund – Direct Growth?
How can I redeem my investments in SBI Magnum Global Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Magnum Global Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock-in period for SBI Magnum Global Fund - Direct Growth?
No, there is no lock-in period for SBI Magnum Global Fund – Direct Growth.