• Mutual Funds
  • 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

163.4997

NAV (Feb 03)

11%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

163.4997

NAV (Feb 3)

Fund Returns

Last 1Y

-1.8%

Last 3Y

13.7%

Last 5Y

11%

Last 10Y

12.8%

Since Inception

11.7%

6 Month CAGR

0.8%

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 (17y ago)

Nov 27, 2006

AUM in Crores

4592.984

ISIN

INF200K01214

Lock-in

No Lock-in

Benchmark

Nifty 100 ESG TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

18.9

Beta (3yr)

0.98

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.453

Sharpe Ratio (5yr)

0.345

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%959,639 227,02711%
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 2023-02-03

Top Stock Holdings

housing development finance corp ltd

6.7%
6.7%

icici bank ltd

6.2%
6.2%

hdfc bank ltd

5.1%
5.1%

axis bank ltd

5%
5%

infosys ltd

5%
5%
See all holdings

Allocation by Sector

financial services

33.5%
33.5%

consumer cyclical

21.8%
21.8%

technology

14%
14%

industrials

11.3%
11.3%

basic materials

7.4%
7.4%
See all sectors

Compare SBI Magnum Equity ESG Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 489,815 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.4%

    18.3%

    6.2%

    6.8%

    3.7%

    6.5%

    18.3%

    17.2%

    16.1%

    11.5%

    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 2/3/2023 is ₹163.50 with the total AUM as of 2/6/2023 is ₹4592.984. 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 -1.8% 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 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 1.97% for regular plan.