Overview (as on 30 Jul 2021)

NAV

₹285.1713

1y returns

52.146%

Fund AUM

₹5,011 Cr

Expense Ratio

1.25%

Min SIP

₹500

Min Lumpsum

₹5,000

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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
26.03%
Defensive
22.69%
Health
14.81%
Tech
12.31%
Consumer
11.25%
Basic Materials
9.23%
Communication
2.71%
Financial Services
0.97%
Size Breakup
Large Cap
52.15%
Mid Cap
41.16%
Small Cap
6.69%

Key Metrics

Beta 

0.78

Std deviation 

15.15%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising primarily of MNC companies.
Scheme Name
SBI Magnum Global Fund Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Anup Upadhyay
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 Global Fund Direct Growth

NAV

₹285.1713

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Anup Upadhyay
Anup Upadhyay

leader

Qualifications
BTECH (Hons), PGDM
Work Experience
"Anup joined SBIFM in 2007 after completing Post-graduate Diploma in Management from IIM Lucknow. He was set on the learning path of equity market, as an Equity Analyst for the IT Services industry. He got an opportunity to cover Telecom, Media and some Capital Goods stocks also later. He is now contributing as the Head of Research and as the Fund Manager for Equity Opportunities Fund and SBI IT Fund. He worked as a programmer for Tata Consultancy Services for a year after graduating from IIT Kharagpur in 2004. He is also a Charter holder of the CFA Institute, USA, like most analysts in the team."

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