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  • SBI Funds Management Private Limited
  • SBI Magnum Global Fund (Growth)
SBI Magnum Global Fund (Growth)

SBI Magnum Global Fund (Growth)

Equity

Sectoral / Thematic - Mnc

Top Ranked

199.9752

NAV (Nov 27)

Scripbox Opinion

Top Ranked

This fund is a good choice within sectoral / thematic - mnc mutual funds.

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

Click here to see our recommendations.

Sectoral / thematic - mnc 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

15 Years

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

Relative Size

3,902 Cr

Category leader in size

Category View

Superior

The category has a superior investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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    Grow Wealth , Retirement , Kid's Education
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Scheme Information

Investment Objective

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

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.14 %

Expense Ratio

Jun 27, 2005

Launched (15y ago)

₹ 3,902

AUM in Crores

INF200K01271

ISIN

No Lock-in

Lock-in

IISL Nifty MNC TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anup Upadhyay

Fund Manager

calculator

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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-27

Top Stock Holdings

Colgate-palmolive (india) ltd

9.4%
9.4%

Britannia industries ltd

7.7%
7.7%

Nestle india ltd

6.4%
6.4%

Maruti suzuki india ltd

4.8%
4.8%

Treps

4.5%
4.5%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Consumer defensive

31%
90%

Healthcare

19.6%
90%

Industrials

15.7%
90%

Basic materials

10%
90%

Consumer cyclical

9.2%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

Mid Cap

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

20 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

18 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 336,072 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.

amc-img

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 14,207 Cr

Fund Size

7.4%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-W)

SBI Magnum Ultra Short Duration Fund (DR-W)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.6%

3Y returns

SBI Magnum Ultra Short Duration Fund (DP-W)

SBI Magnum Ultra Short Duration Fund (DP-W)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.6%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-D)

SBI Magnum Ultra Short Duration Fund (DR-D)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.4%

3Y returns

SBI Magnum Low Duration Fund Institutional (G)

SBI Magnum Low Duration Fund Institutional (G)

Low Duration

Top Ranked

₹ 12,452 Cr

Fund Size

7.5%

3Y returns

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
    3 years
  • 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
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap 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

Investment Calculator

Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 12 %
How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

Debt Funds

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About SBI Magnum Global Fund (G)

About SBI Magnum Global Fund (G)

SBI Magnum Global Fund (G) is a sectoral / thematic - mnc equity fund and has delivered an annualised return of 16.4% over a period of 15 years ..The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Anup Upadhyay.

SBI Magnum Global Fund (G) Investment Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising primarily of MNC companies. However, there is no assurance that the objective of the scheme will be realized.

SBI Magnum Global Fund (G) NAV,AUM,Risk

The SBI Magnum Global Fund (G) fund was launched on Jun 27, 2005. The NAV (Net Asset Value) of this sectoral / thematic - mnc equity as of 2020-11-27 is ₹ 199.9752. The total AUM (Asset Under Management) of the fund as of 2020-11-28 is ₹ 3901.108. The category risk of the SBI Magnum Global Fund (G) fund is High Risk. The fund charges 2.14 % as expense ratio.

SBI Magnum Global Fund (G) Holdings

The fund’s highest allocation is towards equity and has invested 95.2% in this asset class. The top three holdings of the fund are colgate-palmolive (india) ltd,britannia industries ltd and nestle india ltd

SBI Magnum Global Fund (G) SIP

The minimum SIP (Systematic Investment Plan) amount for this 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.

SBI Magnum Global Fund (G) Investment volatility and Horizon

This fund 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 MNC TR INR

SBI Magnum Global Fund (G) Review

SBI Magnum Global Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Magnum Global Fund (G) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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