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  • SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly SBI Magnum Comma Reg DR

SBI Mutual Fund

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A)

EquitySectoral / Thematic - Commodities

41.5995

NAV (Oct 21)

18.4%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - commodities mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - commodities mutual funds.

This category has few funds and relatively small amounts invested in them.

The benchmark Commodities Index has performed poorly over time.

This category is also characterised by higher volatility.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

469 Cr. Medium within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

41.5995

NAV (Oct 21)

Fund Returns

Last 1Y
76.6%
Last 3Y
29.4%
Last 5Y
18.4%
Last 10Y
12.8%
Since Inception
13.1%
6 Month CAGR
31.6%
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Scheme Information

Investment Objective

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.61
Launched (16y ago)
Aug 08, 2005
AUM in Crores
468.465
ISIN
INF200K01321
Lock-in
No Lock-in
Benchmark
IISL Nifty Commodities TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Richard D'souza

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 450,119 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR
recommended-badge

26.5%

20.6%

recommended-badge

6.1%

7.2%

top-ranked-badge

26.5%

%

top-ranked-badge

5%

5.8%

top-ranked-badge

5%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Parag Parikh Flexi Cap fund (Growth)

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How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

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About SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A)

About SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Sectoral / Thematic - Commodities Equity fund and has delivered an annualised return of 13.1% over a period of 16 years. The fund was previously known as SBI Magnum Comma Reg DR . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Richard D'souza

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment Objective

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses. . However, there is no assurance that the objective of the scheme will be realized.

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

The SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Aug 08, 2005. The NAV (Net Asset Value) of this Sectoral / Thematic - Commodities Equity fund as of 2021-10-21 is ₹41.60. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹468.465. The category risk of the SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.61 % as expense ratio.

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

The fund’s highest allocation is towards Equity and has invested 95.6% in this asset class. The top three holdings of the fund are , reliance industries ltd , tata steel ltd , hindalco industries ltd , ultratech cement ltd , treps , camlin fine sciences ltd , rossari biotech ltd ordinary shares , sagar cements ltd , neogen chemicals ltd , balrampur chini mills ltd , clean science and technology ltd , dalmia bharat ltd , ntpc ltd , indian oil corp ltd , ccl products (india) ltd , oil & natural gas corp ltd , hindustan copper ltd , india cements ltd , vedanta ltd , hindustan petroleum corp ltd , upl ltd , bharat petroleum corp ltd , india pesticides ltd , shree cement ltd , tatva chintan pharma chem ltd , net receivable / payable , antony waste handling cell ltd ordinary shares , reliance industries ltd.

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) Sip

The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Commodities TR INR

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) Review

SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Magnum Comma Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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