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  • SBI Magnum Comma Fund (RIDCW-A)

Formerly SBI Magnum Comma Reg DR

SBI Mutual Fund

SBI Magnum Comma Fund (RIDCW-A)

EquitySectoral / Thematic - Commodities

56.7391

NAV (Jun 13)

22.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

56.7391

NAV (Jun 13)

Fund Returns

Last 1Y
46.6%
Last 3Y
15%
Last 5Y
22%
Last 10Y
14.8%
Since Inception
13%
6 Month CAGR
20%

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.

Expense Ratio
2.54
Launched (19y ago)
Aug 08, 2005
AUM in Crores
595.312
ISIN
INF200K01321
Lock-in
No Lock-in
Benchmark
Nifty Commodities TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.1
Standard Deviation (5yr)
21.9
Beta (3yr)
0.8
Beta (5yr)
0.88
Sharpe Ratio (3yr)
0.584
Sharpe Ratio (5yr)
0.744
YTM
0
Fund Managers

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Dinesh Balachandran

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Comma Fund (RIDCW-A)70%12,88,686 5,56,07422.1%
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.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

reliance industries ltd

8%
8%

tata steel ltd

7.8%
7.8%

ntpc ltd

7.6%
7.6%

oil & natural gas corp ltd

6.2%
6.2%

ultratech cement ltd

5.7%
5.7%
See all holdings

Allocation by Sector

basic materials

43.4%
43.4%

energy

30.8%
30.8%

utilities

7.6%
7.6%

consumer cyclical

4.8%
4.8%

consumer defensive

4.1%
4.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 691,539 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

20.4%

18.2%

25%

17%

16%

12.5%

27.1%

13.9%

SBI Magnum Comma Fund (RIDCW-A) Review

SBI Magnum Comma Fund (RIDCW-A) is a Sectoral / Thematic - Commodities Equity fund and has delivered an annualised return of 13% over a period of 18 years. The fund was previously known as SBI Magnum Comma Reg DR. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Balachandran, Mohit Jain, Pradeep Kesavan.

Nav of SBI Magnum Comma Fund (RIDCW-A) as of 6/13/2024 is ₹56.74 with the total AUM as of 6/14/2024 is ₹595.312. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Comma Fund (RIDCW-A) was launched on Aug 08, 2005. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Magnum Comma Fund (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

SBI Magnum Comma Fund (RIDCW-A) 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 Nifty Commodities TR INR.

SBI Magnum Comma Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered 46.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Comma Fund (RIDCW-A).

Frequently Asked Questions

What is SBI Magnum Comma Fund (RIDCW-A)?

SBI Magnum Comma Fund (RIDCW-A) is a Sectoral / Thematic - Commodities Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Magnum Comma Fund (RIDCW-A)?

You can invest in SBI Magnum Comma Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Magnum Comma Fund (RIDCW-A)?

The minimum sip amount for SBI Magnum Comma Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Magnum Comma Fund (RIDCW-A) good to invest in?

As per Scripbox experts, SBI Magnum Comma Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investSBI Magnum Comma Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Magnum Comma Fund (RIDCW-A)?

The expense ratio of the SBI Magnum Comma Fund (RIDCW-A) is 2.54% for regular plan.