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  • SBI Mutual Fund
  • 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

144.4598

NAV (Jun 23)

9.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
SBI Magnum Equity ESG Fund (Growth) is a good choice within sectoral / thematic - esg mutual funds.

Scripbox recommends other funds for investment in sectoral / thematic - esg.

Click here to see our recommendations.

Sectoral / thematic - esg funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

4,247 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Want the focused equity funds that are right for your long term equity investment needs?

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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

144.4598

NAV (Jun 23)

Fund Returns

Last 1Y

-2.8%

Last 3Y

9.8%

Last 5Y

9.6%

Last 10Y

13%

Since Inception

11.1%

6 Month CAGR

-13.4%

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

1.97

Launched (16y ago)

Nov 27, 2006

AUM in Crores

4246.325

ISIN

INF200K01214

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 ESG Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Rohit Shimpi

Fund Manager

Mohit Jain

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Stock Holdings

infosys ltd

7.2%
7.2%

housing development finance corp ltd

6.3%
6.3%

icici bank ltd

5.6%
5.6%

hdfc bank ltd

5.2%
5.2%

axis bank ltd

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

29.4%
29.4%

consumer cyclical

20.1%
20.1%

technology

17.6%
17.6%

industrials

8.7%
8.7%

basic materials

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

5.1%

7.4%

12.5%

18.4%

13.7%

16.6%

5.1%

%

9.8%

11.1%

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

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 11.1% 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 6/23/2022 is ₹144.46 with the total AUM as of 6/24/2022 is ₹4246.325. 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 IISL Nifty 100 ESG Index TR INR.

SBI Magnum Equity ESG Fund (G) is rated as a 4 fund in Equity and delivered -2.8% 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 stocks 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 Top Ranked 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.