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SBI Magnum Equity Esg Fund

SBI Magnum Equity Esg Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.53

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,029 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

  • ₹ 152.936

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 3,922 Cr.

    as on 03 Aug 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 ₹ 152.936 as on 03 Aug 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 15.15% 30.49% 72.14% 158.47% 56.37% 35.72% 28.61% 23.41% 170.66% 85.42% 56.70% 39.61% 26.31%
Category Average 4.31% 14.82% 20.75% 63.24% 28.93% 15.02% 14.27% 13.16% 60.52% 43.32% 29.08% 18.52% 15.38%
SBI Magnum Equity Esg Fund 3.68%₹ 10,368 12.98%₹ 11,297 10.57%₹ 11,057 50.39%₹ 15,039 45.16%₹ 14,757 22.82%₹ 15,101 34.28%₹ 33,091 14.53%₹ 15,029 24.22%₹ 51,188 13.48%₹ 18,822 17.37%₹ 92,581 13.64%₹ 35,951 15.03%₹ 2,63,528
ICICI Prudential Technology Fund 8.69%₹ 10,868 28.02%₹ 12,801 37.43%₹ 13,742 106.36%₹ 20,636 102.35%₹ 17,915 56.37%₹ 24,512 85.42%₹ 48,595 35.72%₹ 25,022 56.70%₹ 77,518 28.61%₹ 35,212 39.61%₹ 1,56,955 23.41%₹ 82,067 26.31%₹ 4,84,604
Aditya Birla Sun Life Digital India Fund 6.66%₹ 10,665 23.60%₹ 12,360 33.85%₹ 13,384 92.11%₹ 19,211 90.58%₹ 17,288 53.99%₹ 23,768 75.57%₹ 45,430 33.05%₹ 23,571 52.21%₹ 73,447 27.70%₹ 33,985 37.56%₹ 1,49,712 20.69%₹ 65,675 25.05%₹ 4,52,780
Mirae Asset Healthcare Fund 3.09%₹ 10,308 14.24%₹ 11,424 26.09%₹ 12,609 48.37%₹ 14,836 52.55%₹ 15,182 54.32%₹ 23,872 58.59%₹ 40,175 31.34%₹ 22,670 45.11%₹ 67,287 - - - -
SBI Technology Opportunities Fund 8.64%₹ 10,864 24.76%₹ 12,475 32.90%₹ 13,290 86.80%₹ 18,680 89.94%₹ 17,253 46.39%₹ 21,474 67.89%₹ 43,022 30.58%₹ 22,279 47.31%₹ 69,159 23.48%₹ 28,727 34.26%₹ 1,38,659 - -
Tata Digital India Fund 7.57%₹ 10,756 24.44%₹ 12,443 33.40%₹ 13,340 91.71%₹ 19,171 93.17%₹ 17,427 49.72%₹ 22,464 74.01%₹ 44,938 30.57%₹ 22,276 49.97%₹ 71,463 27.02%₹ 33,086 37.16%₹ 1,48,346 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Magnum Equity Esg Fund as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    98.60%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    1.39%

Top Sector Holdings of SBI Magnum Equity Esg Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.83% ₹ 699.62 Cr.
Computers - software 15.03% ₹ 589.32 Cr.
Pharmaceuticals 5.18% ₹ 202.99 Cr.
Insurance 5.16% ₹ 202.63 Cr.
Passenger/utility vehicles 4.99% ₹ 195.97 Cr.
Others 51.81% -

Top Stock Holdings of SBI Magnum Equity Esg Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.36% ₹ 288.50 Cr.
HDFC Bank Ltd. 6.11% ₹ 239.66 Cr.
ICICI Bank Ltd. 4.34% ₹ 170.34 Cr.
Tata Consultancy Services Ltd. 4.26% ₹ 167.29 Cr.
Tata Motors Ltd. 3.46% ₹ 135.84 Cr.
Others 74.47% -

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
FD 0.64%
TREPS 0.58%
Margin 0.26%
MF Units 0.07%
Net Receivables -0.16%