SBI Magnum Equity Fund (Equity, Large Cap)

94.78
15.42%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.09%
26 yrs 12 months01 Jan 1991
₹ 2171.34 Cr11 Dec 2017

Similar Funds

Mirae Asset India Opportunities Fund
  • Return (CAGR) 17.36%
  • Crisil Ranking 2
  • Value Research
RELIANCE TOP 200 FUND
  • Return (CAGR) 12.10%
  • Crisil Ranking 2
  • Value Research
HDFC Equity Fund
  • Return (CAGR) 19.85%
  • Crisil Ranking 3
  • Value Research
ICICI Prudential Focused Bluechip Equity Fund
  • Return (CAGR) 15.66%
  • Crisil Ranking 2
  • Value Research
Axis Equity Fund
  • Return (CAGR) 12.14%
  • Crisil Ranking 4
  • Value Research
UTI-Equity Fund
  • Return (CAGR) 12.48%
  • Crisil Ranking 4
  • Value Research
Principal Large Cap Fund
  • Return (CAGR) 16.14%
  • Crisil Ranking NA
  • Value Research
Franklin India BLUECHIP FUND
  • Return (CAGR) 21.52%
  • Crisil Ranking 3
  • Value Research
DSP BlackRock Top 100 Equity Fund
  • Return (CAGR) 22.39%
  • Crisil Ranking 4
  • Value Research
Baroda Pioneer Large Cap Fund - Plan A
  • Return (CAGR) 4.45%
  • Crisil Ranking NA
  • Value Research NA
Birla Sun Life Index Fund
  • Return (CAGR) 16.40%
  • Crisil Ranking 4
  • Value Research
SBI Nifty Index Fund
  • Return (CAGR) 14.68%
  • Crisil Ranking 3
  • Value Research

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

Earlier known as Magnum Multiplier Plus '90, the scheme seeks capital appreciation through investments in diversified portfolio of equities of high growth companies. The scheme was made open-ended in January 1998.

Scheme Documents

TenureReturns (CAGR)
YTD
22.79
1 Month
0.08
3 Month
1.99
1 YR
19.51
2 YR
15.19
3 YR
9.68
TenureReturns (CAGR)
1 YR
17.09
2 YR
15.53
3 YR
12.3
5 YR
14.79
10 YR
14.04

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.61
Reliance Industries Ltd.7.38
ICICI Bank Ltd.6.23
State Bank of India5.59
Kotak Mahindra Bank Ltd.5.19
Bharti Airtel Ltd.4.91
Infosys Ltd.4.14
Indian Oil Corpn. Ltd.3.71
HCL Technologies Ltd.3.6
Colgate-Palmolive (India) Ltd.3.42

Top Sectoral Holdings

Sector Name% Assets
Financial37.25
Technology11.92
Energy11.09
Communication7.98
FMCG6.44
Metals5.54
Automobile5.52
Construction3.27
Services2.91
Healthcare2.29

Indicators

Portfolio turnover ratio71
Standard Deviation13.33%
Beta0.95%
Sharpe Ratio0.35

R. Srinivasan

Mr. Srinivasan is M.Com and MFM.
Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Other Funds Managed by R. Srinivasan

© CRISIL Limited 2017. All Rights Reserved