Name: SBI Magnum Equity ESG Fund Direct Plan Growth
Brand: SBI Mutual Fund

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SBI Magnum Equity ESG Fund Direct Plan Growth
Equity
Sectoral / Thematic
Very High Risk
24.71%
3Y annualised
+1.17% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Oct 2021₹183.05
Min. SIP amount₹500
Rating3star
Fund size₹4,309.54 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.5%24.7%16.2%16.2%
Category average49.0%15.2%13.7%NA
Rank with in category111NA
Understand termsinfo
Holdings (40)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity7.1%
Tata Consultancy Services Ltd.
TechnologyEquity6.1%
HDFC Bank Ltd.
FinancialEquity5.9%
ICICI Bank Ltd.
FinancialEquity4.4%
Tata Motors Ltd.
AutomobileEquity3.5%
Bharti Airtel Ltd.
CommunicationEquity3.2%
Larsen & Toubro Ltd.
ConstructionEquity3.2%
Bajaj Finance Ltd.
FinancialEquity3.0%
Wipro Ltd.
TechnologyEquity2.9%
NVIDIA Corporation (USA)
TechnologyForgn. Eq2.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.29%
31 Jul 2021 - 31 Aug 2021
1.29%
30 Jun 2021 - 31 Jul 2021
1.30%
31 May 2021 - 30 Jun 2021
1.30%
30 Apr 2021 - 31 May 2021
1.31%
31 Mar 2021 - 30 Apr 2021
1.33%
28 Feb 2021 - 31 Mar 2021
1.33%
31 Jan 2021 - 28 Feb 2021
1.33%
31 Dec 2020 - 31 Jan 2021
1.33%
30 Nov 2020 - 31 Dec 2020
1.33%
31 Oct 2020 - 30 Nov 2020
1.36%
30 Sep 2020 - 31 Oct 2020
1.39%
31 Aug 2020 - 30 Sep 2020
1.36%
31 Jul 2020 - 31 Aug 2020
1.37%
30 Jun 2020 - 31 Jul 2020
1.38%
31 May 2020 - 30 Jun 2020
1.42%
30 Apr 2020 - 31 May 2020
1.40%
31 Mar 2020 - 30 Apr 2020
1.42%
29 Feb 2020 - 31 Mar 2020
1.39%
31 Jan 2020 - 29 Feb 2020
1.36%
31 Dec 2019 - 31 Jan 2020
1.39%
30 Nov 2019 - 31 Dec 2019
1.42%
31 Oct 2019 - 30 Nov 2019
1.46%
30 Sep 2019 - 31 Oct 2019
1.45%
31 Aug 2019 - 30 Sep 2019
1.46%
31 Jul 2019 - 31 Aug 2019
1.51%
30 Jun 2019 - 31 Jul 2019
1.51%
31 May 2019 - 30 Jun 2019
1.50%
30 Apr 2019 - 31 May 2019
1.51%
31 Mar 2019 - 30 Apr 2019
1.52%
28 Feb 2019 - 31 Mar 2019
1.53%
31 Jan 2019 - 28 Feb 2019
1.53%
31 Dec 2018 - 31 Jan 2019
1.54%
30 Nov 2018 - 31 Dec 2018
1.54%
31 Oct 2018 - 30 Nov 2018
1.17%
30 Sep 2018 - 31 Oct 2018
1.18%
31 Aug 2018 - 30 Sep 2018
1.18%
31 Jul 2018 - 31 Aug 2018
1.00%
30 Jun 2018 - 31 Jul 2018
1.00%
31 May 2018 - 30 Jun 2018
1.00%
30 Apr 2018 - 31 May 2018
1.00%
31 Mar 2018 - 30 Apr 2018
1.00%
28 Feb 2018 - 31 Mar 2018
1.50%
31 Jan 2018 - 28 Feb 2018
1.53%
31 Dec 2017 - 31 Jan 2018
1.52%
30 Nov 2017 - 31 Dec 2017
1.49%
31 Oct 2017 - 30 Nov 2017
1.49%
Expense ratio, exit load and taxExpense ratio: 1.29%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementRuchit Mehta
May 2018 - Present
View details
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Education
Mr. Mehta is a B.Com (H), MSc (Finance) and CFA.
Experience
Prior to joining SBI AMC he has worked with HSBC AMC, ASK Raymond James & Associates Pvt. Ltd. and Prabhudas Lilladher Pvt. Ltd.
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SBI Dual Advantage Fund Series XXX Direct IDCW
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SBI Capital Protection Oriented Fund Series A (Plan 2) Direct Growth
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Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Magnum Equity ESG Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors 
SBI Magnum Equity ESG Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rama Iyer Srinivasan is the Current Fund Manager of SBI Magnum Equity ESG Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 27 Oct 2021 is ₹183.05.
The SBI Magnum Equity ESG Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year...Read more
Investment Objective
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified 
The scheme seeks 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.
...Read more
Fund benchmarkNIFTY 100 ESG TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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SBI Magnum Equity ESG Fund Direct Plan Growth
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	1Y	3Y	5Y	All
Fund returns	59.5%	24.7%	16.2%	16.2%
Category average	49.0%	15.2%	13.7%	NA
Rank with in category	1	1	1	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	7.1%
Tata Consultancy Services Ltd.	Technology	Equity	6.1%
HDFC Bank Ltd.	Financial	Equity	5.9%
ICICI Bank Ltd.	Financial	Equity	4.4%
Tata Motors Ltd.	Automobile	Equity	3.5%
Bharti Airtel Ltd.	Communication	Equity	3.2%
Larsen & Toubro Ltd.	Construction	Equity	3.2%
Bajaj Finance Ltd.	Financial	Equity	3.0%
Wipro Ltd.	Technology	Equity	2.9%
NVIDIA Corporation (USA)	Technology	Forgn. Eq	2.8%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund size	₹4,309.54 Cr