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SBI Magnum Equity Esg Fund

SBI Magnum Equity Esg Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.55

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,095 today.

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NAV Performance

SBI Magnum Equity Esg Fund performance graph for last 3 years
Performance of SBI Magnum Equity Esg Fund for last 3 Years

Fund Information

  • ₹ 163.727

    as on 06 Dec 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 3,922 Cr.

    as on 06 Dec 2021
  • 2.13%

    since 31 May 2021
  • 01 Jan 1991

  • Equity - Sectoral/Thematic

  • Nifty 50

  • SBI Mutual Fund

    Show All Funds
  • SBI Magnum Equity ESG Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

SBI Magnum Equity Esg Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 01 Jan 1991. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 163.727 as on 06 Dec 2021.

This fund has 30 years of track record. Since 31 May 2021 expense ratio of this fund is 2.13%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund 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.

List of Fund Managers of SBI Magnum Equity Esg Fund

  • About Ruchit Mehta

    Picture of Ruchit MehtaRuchit joined SBIFM in 2010. Ruchit joined us from HSBC Asset Management where he was an analyst and assistant fund manager for four years. Prior to HSBC, Ruchit was a sell side analyst with leading broking firms like ASK Raymond James and Prabhudas Liladhar, for two years. A Commerce graduate from Mumbai University, Ruchit holds a Master’s Degree in finance from Lancaster University, UK. He is also a Charter holder of the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.76% 13.94% 34.57% 92.12% 66.85% 41.25% 33.00% 25.26% 72.86% 82.37% 59.14% 41.38% 27.17%
Category Average -4.36% 0.27% 9.16% 36.70% 26.24% 19.49% 15.22% 14.56% 23.38% 36.12% 27.23% 17.85% 15.06%
SBI Magnum Equity Esg Fund -4.35%₹ 9,565 1.61%₹ 10,161 13.51%₹ 11,351 33.78%₹ 13,378 25.39%₹ 13,588 21.44%₹ 14,756 33.44%₹ 32,857 19.55%₹ 17,095 25.34%₹ 51,977 15.95%₹ 20,965 18.45%₹ 95,059 15.09%₹ 40,850 15.47%₹ 2,69,859
ICICI Prudential Technology Fund -1.16%₹ 9,883 4.48%₹ 10,447 34.57%₹ 13,457 76.58%₹ 17,657 63.92%₹ 15,827 66.85%₹ 27,879 81.28%₹ 47,261 41.25%₹ 28,205 59.14%₹ 79,821 33.00%₹ 41,643 41.38%₹ 1,63,506 25.26%₹ 95,314 27.17%₹ 5,08,008
Aditya Birla Sun Life Digital India Fund 0.68%₹ 10,068 4.91%₹ 10,490 29.09%₹ 12,908 71.85%₹ 17,185 58.09%₹ 15,499 59.46%₹ 25,459 71.30%₹ 44,090 39.97%₹ 27,449 54.35%₹ 75,385 32.39%₹ 40,701 39.17%₹ 1,55,444 22.61%₹ 76,966 26.09%₹ 4,79,036
Tata Digital India Fund -1.08%₹ 9,892 5.03%₹ 10,503 33.68%₹ 13,367 77.54%₹ 17,754 62.56%₹ 15,751 58.21%₹ 25,063 72.99%₹ 44,623 38.36%₹ 26,509 53.59%₹ 74,699 32.88%₹ 41,457 39.39%₹ 1,56,238 - -
Quant Infrastructure Fund 0.05%₹ 10,005 13.94%₹ 11,394 22.31%₹ 12,231 92.12%₹ 19,211 72.86%₹ 16,325 52.90%₹ 23,406 82.37%₹ 47,613 37.41%₹ 25,965 55.98%₹ 76,879 25.30%₹ 30,902 33.71%₹ 1,36,945 14.97%₹ 40,410 20.94%₹ 3,62,487
SBI Technology Opportunities Fund -0.66%₹ 9,934 3.16%₹ 10,316 31.32%₹ 13,132 67.92%₹ 16,792 57.03%₹ 15,439 51.99%₹ 23,128 63.93%₹ 41,806 36.05%₹ 25,203 48.49%₹ 70,186 28.86%₹ 35,554 35.66%₹ 1,43,324 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Magnum Equity Esg Fund as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    94.48%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    5.52%

Top Sector Holdings of SBI Magnum Equity Esg Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.40% ₹ 833.14 Cr.
Computers - Software 14.45% ₹ 654.12 Cr.
Passenger/Utility vehicles 6.13% ₹ 277.53 Cr.
Foreign Equity 4.90% ₹ 221.99 Cr.
Pharmaceuticals 4.04% ₹ 183.05 Cr.
Others 52.08% -

Top Stock Holdings of SBI Magnum Equity Esg Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.67% ₹ 256.66 Cr.
HDFC Bank Ltd. 5.59% ₹ 253.26 Cr.
Infosys Ltd. 5.52% ₹ 250.16 Cr.
Tata Consultancy Services Ltd. 4.88% ₹ 220.85 Cr.
Tata Motors Ltd. 4.81% ₹ 217.67 Cr.
Others 73.53% -

Top Debt Instrument Type holdings of SBI Magnum Equity Esg Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.01% ₹ .58 Cr.
Others 99.99% -

Top Debt Holdings of SBI Magnum Equity Esg Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.01% ₹ .58 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.86%
Margin 0.88%
MF Units 0.06%
Net Receivables -0.28%