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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

    Top Ranked

    166.4679

    NAV (Sep 23)

    14.4%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    These are the top-ranked funds within sectoral / thematic - esg mutual funds.However, Scripbox does not recommend investing in sectoral / thematic - esg mutual funds.These funds invest in companies that rank high on their environmental & social impact and governance.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

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

    Relative Size

    4,252 Cr. Large within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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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

    166.4679

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    61.1%
    Last 3Y
    18.9%
    Last 5Y
    14.4%
    Last 10Y
    15.5%
    Since Inception
    12.9%
    6 Month CAGR
    21.9%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.02
    Launched (15y ago)
    Nov 27, 2006
    AUM in Crores
    4251.495
    ISIN
    INF200K01214
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 100 ESG Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ruchit Mehta

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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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    • Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    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.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.7%

    20.5%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    21.7%

    %

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    5.1%

    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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    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About SBI Magnum Equity ESG Fund (G)

    About SBI Magnum Equity ESG Fund (G)

    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

    SBI Magnum Equity ESG Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    SBI Magnum Equity ESG Fund (G) NAV,AUM,Risk

    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.

    SBI Magnum Equity ESG Fund (G) Holdings

    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

    SBI Magnum Equity ESG Fund (G) 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 Equity ESG Fund (G) 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 100 ESG Index TR INR

    SBI Magnum Equity ESG Fund (G) Review

    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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