• Mutual Funds
  • SBI Magnum Equity ESG Fund (Growth)

Formerly SBI Magnum Equity Reg Gr

icici-logo

SBI Magnum Equity ESG Fund (Growth)

EquitySectoral / Thematic - Esg

Top Ranked

167.1079

NAV (Jan 21)

16.4%
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

4,607 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

167.1079

NAV (Jan 21)

Fund Returns

Last 1Y

23.9%

Last 3Y

18.9%

Last 5Y

16.4%

Last 10Y

15.4%

Since Inception

12.7%

6 Month CAGR

13.9%

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.

Expense Ratio

2.06

Launched (16y ago)

Nov 27, 2006

AUM in Crores

4606.973

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

Mohit Jain

Fund Manager

user-avatar

Rohit Shimpi

Fund Manager

user-avatar

Ruchit Mehta

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

23.4%

20.2%

5.6%

7.2%

23.4%

%

4.8%

5.8%

4.8%

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)

Parag Parikh Flexi Cap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

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 12.7% 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, Ruchit Mehta.

Nav of SBI Magnum Equity ESG Fund (G) as of 21/01/2022 is ₹167.11 with the total AUM as of 24/01/2022 is ₹4606.973. 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 23.9% 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)?

What is the minimum sip amount of SBI Magnum Equity ESG Fund (G)?

Is SBI Magnum Equity ESG Fund (G) good to invest in?

What is the expense ratio of the SBI Magnum Equity ESG Fund (G)?