SBI Magnum Equity ESG Fund (D)

SBI Magnum Equity ESG Fund (D)

AMC Name: SBI Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Ruchit Mehta
Fund Horizon OPEN
Inception Date 01-Jan-1991
Scheme AUM(CR) ` 2503.39
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates ANY
Entry Load For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of alltmen - NIL.
Exit Load For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of alltmen - NIL.
Expense Ratio 2.08

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 4.70% 5.82%
3 Month 8.65% 9.16%
6 Month 9.31% 8.77%
1 Year 16.56% 15.89%
3 Year 11.35% 14.58%
5 Year 9.52% 7.65%
Since Inception 12.83% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others