SBI Magnum Equity ESG Fund Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
22.17%
3Y annualised
-0.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2023₹200.20
Min. SIP amount₹500
RatingNA
Fund size₹4,978.00Cr

Return calculator

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

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.1%22.2%14.1%14.1%
Category average11.1%21.4%NANA
Rank with in category411NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
FinancialEquity7.8%
TechnologyEquity7.6%
TechnologyEquity6.6%
FinancialEquity5.9%
FinancialEquity4.8%
ConstructionEquity4.6%
ConstructionEquity3.9%
AutomobileEquity3.6%
Capital GoodsEquity3.5%
FinancialEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.34%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Mohit Jain
Mar 2022 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
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,

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