- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Equity ESG Fund (Growth)
Formerly SBI Magnum Equity Reg Gr
SBI Magnum Equity ESG Fund (Growth)
₹ 171.3431
NAV (May 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 171.3431
NAV (May 31)
Fund Returns
Last 1Y | 12.2% |
Last 3Y | 24.5% |
Last 5Y | 12% |
Last 10Y | 13.3% |
Since Inception | 11.7% |
6 Month CAGR | 1.1% |
Scheme Information
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.
Expense Ratio | 1.97 |
Launched (17y ago) | Nov 27, 2006 |
AUM in Crores | 4411.657 |
ISIN | INF200K01214 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 18.6 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 1.098 |
Sharpe Ratio (5yr) | 0.376 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Equity ESG Fund (Growth) | 9,84,571 | 2,51,959 | 12% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
tata consultancy services ltd shs dematerialised
6.9%housing development finance corp ltd
6.4%icici bank ltd
6.4%infosys ltd
6.3%larsen & toubro ltd
4.7%Allocation by Sector
financial services
30.4%consumer cyclical
18.9%technology
18.8%industrials
12.9%basic materials
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 6.5% | ||
31.7% | 17.3% | ||
35.2% | 15.2% | ||
26.4% | 11.7% | ||
4.3% | 6.9% |
SBI Magnum Equity ESG Fund (G) Review
SBI Magnum Equity ESG Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 11.7% over a period of 16 years. The fund was previously known as SBI Magnum Equity Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Rohit Shimpi.
Nav of SBI Magnum Equity ESG Fund (G) as of 5/31/2023 is ₹171.34 with the total AUM as of 6/1/2023 is ₹4411.657. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Equity ESG Fund (G) was launched on Nov 27, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Magnum Equity ESG Fund (G) 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 Equity ESG Fund (G) 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 100 ESG TR INR.
SBI Magnum Equity ESG Fund (G) is rated as a 0 fund in Equity and delivered 12.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Equity ESG Fund (G).
Frequently Asked Questions
What is SBI Magnum Equity ESG Fund (G)?
How to invest in SBI Magnum Equity ESG Fund (G)?
You can invest in SBI Magnum Equity ESG Fund (G) 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 Equity ESG Fund (G)?
The minimum sip amount for SBI Magnum Equity ESG Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Magnum Equity ESG Fund (G) good to invest in?
As per Scripbox experts, SBI Magnum Equity ESG Fund (G) is a Not Reviewed Yet fund. You can investSBI Magnum Equity ESG Fund (G) 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 Equity ESG Fund (G)?
The expense ratio of the SBI Magnum Equity ESG Fund (G) is 1.97% for regular plan.