SBI Magnum MultiCap Fund Direct Growth+0.62%

4Groww
15.48%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum MultiCap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.07%
NAV51.92 (11 Oct 2019)
Fund Started04 Jan 2013
Fund Size8,073 Cr

Fund Overview

Quick overview of SBI Magnum MultiCap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum MultiCap Fund Direct Growth
15.5%
9.7%
13.3%
16.0%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
8
9
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 15.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.7%
    Infosys Ltd.TechnologyEquity7.5%
    ICICI Bank Ltd.FinancialEquity6.0%
    Kotak Mahindra Bank Ltd.FinancialEquity3.6%
    Larsen & Toubro Ltd.ConstructionEquity3.4%
    Axis Bank Ltd.FinancialEquity3.2%
    Gujarat State Petronet Ltd.EnergyEquity3.2%
    State Bank of IndiaFinancialEquity3.1%
    JK Cement LtdConstructionEquity2.8%
    Maruti Suzuki India Ltd.AutomobileEquity2.7%
    See All

    Other Details

    SBI Magnum MultiCap Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 04 Jan 2013. Anup Upadhyay is the Current Fund Manager of SBI Magnum MultiCap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹8,073 Cr and the Latest NAV as of 11 Oct 2019 is ₹51.92.

    The SBI Magnum MultiCap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Exit load of 0.10% if redeemed within 30 days..

    Investment Objective

    To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.10% if redeemed within 30 days.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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