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  • SBI Magnum Global Fund (Growth)
SBI Mutual Fund

SBI Magnum Global Fund (Growth)

EquitySectoral / Thematic - Mnc

Top Ranked

292.8119

NAV (Dec 01)

10.5%
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency 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

292.8119

NAV (Dec 1)

Fund Returns

Last 1Y

2.2%

Last 3Y

18.1%

Last 5Y

10.5%

Last 10Y

16.1%

Since Inception

16.9%

6 Month CAGR

13.3%

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.

Expense Ratio

1.98

Launched (17y ago)

Jun 27, 2005

AUM in Crores

5529.692

ISIN

INF200K01271

Lock-in

No Lock-in

Benchmark

IISL Nifty MNC TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16

Standard Deviation (5yr)

15.3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.834

Sharpe Ratio (5yr)

0.383

YTM

0

Fund Managers

R. Srinivasan

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 2022-12-01

Top Stock Holdings

treps

9.2%
9.2%

maruti suzuki india ltd

8.1%
8.1%

netflix inc

7.5%
7.5%

hindustan unilever ltd

6.9%
6.9%

procter & gamble hygiene and health care ltd

6.9%
6.9%
See all holdings

Allocation by Sector

consumer defensive

22.7%
22.7%

consumer cyclical

21%
21%

industrials

16.8%
16.8%

communication services

12.9%
12.9%

healthcare

8.3%
8.3%
See all sectors

Compare SBI Magnum Global Fund (Growth)

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

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.9%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.7%

    17.7%

    16.8%

    11.9%

    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 16.9% over a period of 17 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan.

    Nav of SBI Magnum Global Fund (G) as of 12/1/2022 is ₹292.81 with the total AUM as of 12/2/2022 is ₹5529.692. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Global Fund (G) was launched on Jun 27, 2005. The category risk of the fund is Very High Risk.

    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 IISL Nifty MNC TR INR.

    SBI Magnum Global Fund (G) is rated as a 4 fund in Equity and delivered 2.2% 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)?

    SBI Magnum Global Fund (G) is a Sectoral / Thematic - Mnc Equity scheme predominantly investing across Equity stocks 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, SBI Magnum Global Fund (G) is a Top Ranked fund. You can investSBI Magnum Global 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 Global Fund (G)?

    The expense ratio of the SBI Magnum Global Fund (G) is 1.98% for regular plan.