Overview (as on 17 May 2021)

NAV

₹239.8722

1y returns

50.747%

Fund AUM

₹4,548 Cr

Expense Ratio

2.04%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
Lumpsum

I would like to invest

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

Sector Allocation
Defensive
25.23%
Industrials
25.17%
Health
14.78%
Consumer
11.30%
Tech
10.29%
Basic Materials
9.51%
Communication
2.92%
Financial Services
0.80%
Size Breakup
Large Cap
49.94%
Mid Cap
40.57%
Small Cap
9.49%

Key Metrics

Beta 

0.77

Std deviation 

14.93%

Sharpe Ratio 

0.47

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 Regular Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
27 June, 2005
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),

Peer Funds

SBI Magnum Global Fund Regular Growth

NAV

₹239.8722

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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