SBI Magnum Equity Fund (Equity, Large Cap)

Moderately High
27 yrs 2 monthsStarted on:01 Jan 1991
₹ 2214.34 Cras on: 16 Feb 2018
Long Term Horizon
2.09%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.79
1 YR16.17
2 YR20.08
3 YR7.26

SIP Returns

TenureReturns (CAGR)
1 YR8.27
2 YR12.39
3 YR11.03
5 YR13.68
10 YR13.77

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.96
Reliance Industries Ltd.7.38
ICICI Bank Ltd.6.85
Infosys Ltd.5.71
Kotak Mahindra Bank Ltd.5.51
State Bank of India5.23
Bharti Airtel Ltd.4.17
HCL Technologies Ltd.4.01
Indian Oil Corpn. Ltd.3.77
Larsen & Toubro Ltd.3.65

Top Sectoral Holdings

Sector Name% Assets
Financial38.69
Technology15.03
Energy11.15
Communication7.19
FMCG6.6
Automobile6.3
Construction3.65
Metals3.22
Services3.02
Healthcare1.99

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation12.94%
Beta0.94%
Sharpe Ratio0.49

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

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