It is based on the belief that this high ranking reflects in the stock performance of these companies over the long term.This strategy,however,limits the available universe of companies and the fund sizes are very small.On the other hand,other diversified funds can also invest in such companies and do.Investors are therefore better off investing in diversified funds rather than this category.
15 Years. The fund has an Extended history for analysis and the track record is excellent.
4,252 Cr. Large within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
NAV (Sep 23)
6 Month CAGR
To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental,Social and Governance (ESG) criteria.
Low to Moderate
Very High Risk
Launched (15y ago)
|Nov 27, 2006|
AUM in Crores
|IISL Nifty 100 ESG Index TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 19,429 cr
₹ 5,308 cr
₹ 4,853 cr
₹ 3,705 cr
₹ 3,232 cr
SBI Funds Management Private Limited
SBI Funds Management Private Limited manages assets worth 438,987 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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SBI Magnum Equity ESG Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 12.9% over a period of 14 years. The fund was previously known as SBI Magnum Equity Reg Gr . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Ruchit Mehta
To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental,Social and Governance (ESG) criteria. . However, there is no assurance that the objective of the scheme will be realized.
The SBI Magnum Equity ESG Fund (G) fund was launched on Nov 27, 2006. The NAV (Net Asset Value) of this Sectoral / Thematic - Esg Equity fund as of 2021-09-23 is ₹166.47. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹4251.495. The category risk of the SBI Magnum Equity ESG Fund (G) fund is Very High Risk. The fund charges 2.02 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 98.7% in this asset class. The top three holdings of the fund are , infosys ltd , tata consultancy services ltd , hdfc bank ltd , icici bank ltd , larsen & toubro ltd , bharti airtel ltd , nvidia corp , bajaj finance ltd , tata motors ltd , wipro ltd , divi's laboratories ltd , ultratech cement ltd , axis bank ltd , tata steel ltd , page industries ltd , britannia industries ltd , titan co ltd , state bank of india , housing development finance corp ltd , sbi life insurance company limited , kotak mahindra bank ltd , bharat petroleum corp ltd , abb india ltd , l&t technology services ltd , jubilant foodworks ltd , cummins india ltd , microsoft corp , info edge (india) ltd , treps , avenue supermarts ltd , hcl technologies ltd , icici lombard general insurance co ltd , interglobe aviation ltd , maruti suzuki india ltd , cipla ltd , hindalco industries ltd , tvs motor co ltd , tech mahindra ltd , colgate-palmolive (india) ltd , sbi cards and payment services ltd ordinary shares , pvr ltd , icici prudential life insurance company limited , lupin ltd , net receivable / payable , sbi magnum ultra short dur dir gr
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.
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 100 ESG Index TR INR
SBI Magnum Equity ESG Fund (G) has a score of 4 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 Equity ESG Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
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