- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Equity ESG Fund (Growth)
Formerly SBI Magnum Equity Reg Gr
SBI Magnum Equity ESG Fund (Growth)
₹ 161.3271
NAV (Oct 04)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 161.3271
NAV (Oct 4)
Fund Returns
Last 1Y | -2.9% |
Last 3Y | 13.8% |
Last 5Y | 11.9% |
Last 10Y | 13.2% |
Since Inception | 11.7% |
6 Month CAGR | -4.8% |
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 | 1.96 |
Launched (16y ago) | Nov 27, 2006 |
AUM in Crores | 4670.396 |
ISIN | INF200K01214 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
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.
Asset allocation and Holdings
Top Stock Holdings
infosys ltd
6.5%housing development finance corp ltd
6.1%icici bank ltd
6%hdfc bank ltd
4.6%axis bank ltd
3.9%Allocation by Sector
financial services
32.9%consumer cyclical
23.5%technology
15.5%industrials
9.5%basic materials
7%Compare SBI Magnum Equity ESG Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,714 cr | ||
₹ 10,218 cr | ||
₹ 14,940 cr | ||
₹ 10,218 cr | ||
₹ 14,940 cr |
About the AMC
SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth 475,951 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | 18.9% | ||
6% | 6.8% | ||
3.6% | 6.5% | ||
21.5% | 17.5% | ||
15% | 11.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSBI 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 15 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 10/4/2022 is ₹161.33 with the total AUM as of 10/5/2022 is ₹4670.396. 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 -2.9% 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)?
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 1.96% for regular plan.