SBI Magnum MultiCap Fund Direct Growth-1.27%

4Groww
-4.95%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Magnum MultiCap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.07%
NAV51.78 (09 Jul 2019)
Fund Started04 Jan 2013
Fund Size7,549 Cr

Fund Overview

Quick overview of SBI Magnum MultiCap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Magnum MultiCap Fund Direct Growth
-5.0%
8.4%
12.4%
15.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.0%
    Infosys Ltd.TechnologyEquity6.9%
    ICICI Bank Ltd.FinancialEquity4.9%
    ITC Ltd.FMCGEquity3.8%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.3%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Axis Bank Ltd.FinancialEquity3.0%
    State Bank of IndiaFinancialEquity2.7%
    Colgate-Palmolive (India) Ltd.FMCGEquity2.6%
    Bajaj Finance Ltd.FinancialEquity2.4%
    See All

    Fund Managers

    addAnup Upadhyay
    Education
    Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
    Experience
    Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.
    Funds Managed

    Other Details

    SBI Magnum MultiCap Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 04 Jan 2013. Anup Upadhyay is the Current Fund Manager of SBI Magnum MultiCap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹7,549 Cr and the Latest NAV as of 09 Jul 2019 is ₹51.78.

    The SBI Magnum MultiCap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Exit load of 0.10% if redeemed within 30 days..

    Investment Objective

    To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.10% if redeemed within 30 days.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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