SBI Magnum Equity ESG Fund - Direct (G)

SBI Magnum Equity ESG Fund - Direct (G)

AMC Name: SBI Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Ruchit Mehta
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 2613.82
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates ANY
Entry Load NIL.
Exit Load NIL.
Expense Ratio 1.46

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 1.98% 3.86%
3 Month 9.51% 8.20%
6 Month 8.66% 2.84%
1 Year 15.96% 13.12%
3 Year 13.50% 16.24%
5 Year 10.28% 7.62%
Since Inception 13.76% 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