SBI Magnum Global Direct Plan Growth

Equity
Thematic
Very High Risk
8.92%
3Y annualised
+0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Nov 2024₹401.83
Min. SIP amount₹500
RatingNA
Fund size₹6,878.56Cr

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 Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.6%8.9%16.7%16.0%
Category average21.0%11.7%14.5%NA
Rank with in category542NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Alphabet Inc Class A
ServicesForgn. Eq8.13%
HealthcareEquity5.31%
Consumer StaplesEquity5.16%
TextilesEquity4.81%
Consumer StaplesEquity4.56%
HealthcareEquity4.42%
Consumer StaplesEquity4.29%
Lonza Group Ag
HealthcareADS/ADR4.20%
TextilesEquity4.11%
TextilesEquity4.09%
ChemicalsEquity4.04%
Metals & MiningEquity3.38%
EPAM Systems Inc
TechnologyForgn. Eq3.15%
AutomobileEquity3.14%
Microsoft Corportion (US)
TechnologyForgn. Eq3.08%
Consumer StaplesEquity2.97%
AutomobileEquity2.85%
Capital GoodsEquity2.45%
TechnologyEquity2.42%
AutomobileEquity2.27%
Consumer StaplesEquity2.06%
AutomobileEquity2.04%
Metals & MiningEquity2.04%
Consumer DiscretionaryEquity2.02%
FinancialEquity1.97%
Capital GoodsEquity1.96%
InsuranceEquity1.41%
Capital GoodsEquity1.08%
Consumer StaplesEquity1.00%
AutomobileEquity0.22%
See All

Pros and cons

Category: Equity Thematic

Pros

5Y and 10Y annualised returns higher than category average
Lower expense ratio: 1.19%

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 1.19%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Tanmaya Desai
Apr 2024 - Present
View details

Education
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
Also manages these schemes

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
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
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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