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SBI Magnum Equity ESG Fund Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
45.81%
1Y return
+0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹160.18
Min. SIP Amount₹500
Rating3star
Fund Size₹3,922.43 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.8%14.9%13.6%14.9%
Category average49.0%15.2%13.7%NA
Rank with in category211NA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.4%
HDFC Bank Ltd.FinancialEquity6.1%
ICICI Bank Ltd.FinancialEquity4.3%
Tata Consultancy Services Ltd.TechnologyEquity4.3%
Tata Motors Ltd.AutomobileEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.1%
NVIDIA Corporation (USA)
TechnologyForgn. Eq3.0%
Axis Bank Ltd.FinancialEquity2.9%
Divi's Laboratories Ltd.
HealthcareEquity2.8%
Ultratech Cement Ltd.ConstructionEquity2.8%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.3%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Ruchit Mehta
May 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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