SBI Magnum MultiCap Fund Growth-0.68%

4Groww
13.00%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum MultiCap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.02%
NAV50.12 (06 Dec 2019)
Fund Started29 Sep 2005
Fund Size8,334 Cr

Fund Overview

Quick overview of SBI Magnum MultiCap Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum MultiCap Fund Growth
13.0%
11.9%
10.2%
12.0%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
7
9
4
-
*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
    0
    with 13.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.7%
    ICICI Bank Ltd.FinancialEquity6.1%
    Kotak Mahindra Bank Ltd.FinancialEquity4.2%
    Axis Bank Ltd.FinancialEquity3.9%
    Larsen & Toubro Ltd.ConstructionEquity3.4%
    State Bank of IndiaFinancialEquity3.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.1%
    HCL Technologies Ltd.TechnologyEquity3.0%
    Gujarat State Petronet Ltd.EnergyEquity2.8%
    JK Cement LtdConstructionEquity2.8%
    See All

    Other Details

    SBI Magnum MultiCap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 29 Sep 2005. Anup Upadhyay is the Current Fund Manager of SBI Magnum MultiCap Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹8,334 Cr and the Latest NAV as of 06 Dec 2019 is ₹50.12.

    The SBI Magnum MultiCap Fund 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
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