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  • SBI Magnum Global Fund (G)
SBI Mutual Fund

SBI Magnum Global Fund (G)

EquitySectoral / Thematic - Mnc
Top Ranked

378.5159

NAV (Oct 09)

17.159%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - mnc mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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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

378.5159

NAV (Oct 9)

Fund Returns

Last 1Y
13.2%
Last 3Y
9.9%
Last 5Y
17.2%
Last 10Y
12.9%
Since Inception
14.5%
6 Month CAGR
10.6%

Scheme Information

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising primarily of MNC companies.

Expense Ratio
1.87
Launched (0y ago)
1.87
AUM in Crores
6878.6
ISIN
INF200K01271
Lock-in
-
Benchmark
NIFTY MNC Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11
Beta
0.6
Sharpe Ratio
0.6
YTM
-
Fund Managers

Pradeep Kesavan

Fund Manager

Rama Iyer Srinivasan

Fund Manager

Tanmaya Desai

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Global Fund (G)70%11,27,113 3,94,50117.2%
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.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Alphabet Inc Class A

8.6%
8.57%

Others

6.5%
6.45%

Lonza Group Ag

5.7%
5.7%

Divi's Laboratories Ltd.

5.5%
5.52%

Procter & Gamble Hygiene and Health Care Ltd.

5.2%
5.17%
See all holdings

Allocation by Sector

Consumer Staples

19.1%
19.06%

Healthcare

15.8%
15.77%

Textiles

12.4%
12.41%

Technology

9.6%
9.56%

Services

8.6%
8.57%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

9.9%

14.5%

15.6%

6.3%

18.8%

15.4%

25.6%

16.5%

25.7%

17.5%

SBI Magnum Global Fund (G) Review

SBI Magnum Global Fund (G) is a Sectoral / Thematic - Mnc Equity fund and has delivered an annualised return of 14.544% over a period of NaN years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rama Iyer Srinivasan, Tanmaya Desai.

Nav of SBI Magnum Global Fund (G) as of 10/9/2024 is ₹378.52 with the total AUM as of 10/11/2024 is ₹6878.5554. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Global Fund (G) was launched on . The category risk of the fund is null.

The minimum SIP amount for SBI Magnum Global 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 Global 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 MNC Total Return Index.

It is rated as a 4 fund in Equity and delivered 13.167% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Global Fund (G).

Frequently Asked Questions

What is SBI Magnum Global Fund (G)?

It is a Sectoral / Thematic - Mnc Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Magnum Global Fund (G)?

You can invest in SBI Magnum Global 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 Global Fund (G)?

The minimum sip amount for SBI Magnum Global Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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

The expense ratio of the SBI Magnum Global Fund (G) is 1.87% for regular plan.

What is the NAV of SBI Magnum Global Fund (G)?

Today's SBI Magnum Global Fund (G) NAV is ₹378.52.