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  • SBI Magnum Equity ESG Fund (Growth)

Formerly SBI Magnum Equity Reg Gr

SBI Mutual Fund

SBI Magnum Equity ESG Fund (Growth)

EquitySectoral / Thematic - Esg

190.0441

NAV (Nov 29)

14.1%
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

190.0441

NAV (Nov 29)

Fund Returns

Last 1Y
12.9%
Last 3Y
16.7%
Last 5Y
14.1%
Last 10Y
14.5%
Since Inception
12%
6 Month CAGR
11.1%

Scheme Information

Investment Objective

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
1.95
Launched (17y ago)
Nov 27, 2006
AUM in Crores
4879.421
ISIN
INF200K01214
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
18.2
Beta (3yr)
0.91
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0.952
Sharpe Ratio (5yr)
0.531
YTM
0
Fund Managers

Rohit Shimpi

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Equity ESG Fund (Growth)70%10,39,673 3,07,06114.1%
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 2023-11-29

Top Stock Holdings

hdfc bank ltd

7.5%
7.5%

infosys ltd

7.3%
7.3%

tata consultancy services ltd

6.6%
6.6%

icici bank ltd

5.7%
5.7%

larsen & toubro ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

28.9%
28.9%

technology

21.2%
21.2%

consumer cyclical

20.2%
20.2%

industrials

12.4%
12.4%

basic materials

5.7%
5.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,531 cr

₹ 11,883 cr

₹ 11,693 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 569,555 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
022-61793000
Fund NameScripbox Opinion
Till Date CAGR

4.6%

6.5%

23.7%

17.5%

17.3%

11.8%

29.7%

16%

4.9%

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 12% over a period of 17 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 11/29/2023 is ₹190.04 with the total AUM as of 12/1/2023 is ₹4879.421. 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 12.9% 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)?

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

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 1.95% for regular plan.