SBI Magnum MultiCap Fund Growth+0.67%

-2.42%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum MultiCap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.79%
NAV48.85 (23 Oct 2020)
Fund Started29 Sep 2005
Fund Size8,870 Cr

Fund Overview

Quick overview of SBI Magnum MultiCap Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum MultiCap Fund Growth
-2.4%
1.7%
8.0%
11.1%
Category Average
2.7%
2.8%
7.3%
-
Rank within category
48
26
17
-
*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 -2.4% 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. Age is more than 10 years
    5. Lower expense ratio - 1.79%
    6. 5Y Returns are higher than the category average returns
    7. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark
    6. Risk-adjusted returns are lower compared to the category
    7. 1Y Returns are lower than the category average returns
    8. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    HCL Technologies Ltd.TechnologyEquity5.7%
    ICICI Bank Ltd.FinancialEquity5.7%
    Reliance Industries Ltd.EnergyEquity5.1%
    Tech Mahindra Ltd.TechnologyEquity4.1%
    ITC Ltd.FMCGEquity3.4%
    JK Cement LtdConstructionEquity3.2%
    Axis Bank Ltd.FinancialEquity3.2%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.1%
    See All

    SBI Magnum MultiCap Fund Growth Details

    SBI Magnum MultiCap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Sep 2005. Anup Upadhyay is the Current Fund Manager of SBI Magnum MultiCap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,870 Cr and the Latest NAV as of 23 Oct 2020 is ₹48.85.

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

    Investment Objective

    The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.

    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
    29 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,
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