Overview (as on 18 May 2021)

NAV

₹199.904

1y returns

72.611%

Fund AUM

₹9,276 Cr

Expense Ratio

1.24%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
27.80%
Industrials
13.06%
Health
12.85%
Consumer
10.86%
Tech
10.13%
Basic Materials
8.27%
Energy
6.03%
Defensive
3.58%
Communication
3.23%
Utilities
3.18%
Real Estate
1.00%
Size Breakup
Large Cap
64.32%
Mid Cap
29.95%
Small Cap
5.74%

Key Metrics

Beta 

0.96

Std deviation 

18.52%

Sharpe Ratio 

0.4

Holdings

Fund Details

Investment Objectives
To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.
Scheme Name
SBI Magnum Long Term Equity Scheme Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Dinesh Balachandran
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Peer Funds

SBI Magnum Long Term Equity Scheme Direct Growth

NAV

₹199.904

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Dinesh Balachandran
Dinesh Balachandran

leader

Work Experience
"Dinesh joined SBI FM in 2012 as a Senior Credit Analyst. He subsequently became Head of Research and is now an equity fund manager. Dinesh started his career with Fidelity in Boston USA in 2001 where as an analyst he covered Structured Finance, and local US fixed income market over 10 years. Dinesh holds a B.Tech degree from IIT, Mumbai and M.S degree from Massachusetts Institute of Technology (MIT). He is also a Charter holder of the CFA Institute, USA."

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