Overview (as on 17 May 2021)

NAV

₹136.827

1y returns

59.752%

Fund AUM

₹3,535 Cr

Expense Ratio

2.14%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
30.86%
Tech
19.29%
Consumer
16.12%
Industrials
7.74%
Basic Materials
6.43%
Communication
5.69%
Health
5.42%
Defensive
4.52%
Energy
3.94%
Size Breakup
Large Cap
86.59%
Mid Cap
12.30%
Small Cap
1.11%

Key Metrics

Beta 

0.99

Std deviation 

18.07%

Sharpe Ratio 

0.45

Holdings

Fund Details

Investment Objectives
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 Name
SBI Magnum Equity ESG Fund Regular Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
27 November, 2006
Fund Manager
Ruchit Mehta
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),

Peer Funds

SBI Magnum Equity ESG Fund Regular Growth

NAV

₹136.827

INDmoney Analysis

    success

    Fund is in Top 20 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

Ruchit Mehta
Ruchit Mehta

leader

Qualifications
B. Com, MSc Finance. CFA Charter holder.
Work Experience
"Ruchit joined SBIFM in 2010. Ruchit joined us from HSBC Asset Management where he was an analyst and assistant fund manager for four years. Prior to HSBC, Ruchit was as a sell side analyst with leading broking firms like ASK Raymond James and Prabhudas Liladhar for two years. Ruchit is a Commerce graduate from Mumbai University and holds Masteru2019s Degree in finance from Lancaster University, UK. He is also a Charter holder of the CFA Institute, USA."

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