SBI Magnum Comma Fund

Mutual Fund-

SBI Magnum comma fund

By Rajendra

Sep 28, 2022

image source -Unsplash

Scheme Analysis

Category

Thematic

Inception

Aug 9, 2005

Benchmark

Nifty Commodity

AUM - 417 Cr

Fund Manager

Richard D'souza & Mohit Jain

SBI Magnum Comma Fund

Fund invests minimum of 80% in stocks of companies in the commodity and commodity related space

Top 5 Holding

Hindalco

Tata Steel

Reliance

Ultra Tech Cement

KPR Mills

7.08

6.91

5.97

5.91

5.74

Total : 31.61

aims to provide investors with opportunities for growth along with possibility of consistent returns by investing in a portfolio of stocks

Metal & Mining

Chemical

Construction Material

Top 5 Sector 20.05

19.27

18.86

11.13

5.74

Textile

Oil & Gas

Market Cap Exposure Large Cap

Mid Cap

40.07%

17.63%

SBI Magnum Comma Fund

Small Cap

39.24%

SIP Performance Exit Load upto 30 days -0.50%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,250

42,980

84,942

Returns

-11.46%

11.90%

13.90%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 30 daysr - 0.50%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

-10.11%

20.97%

9.04%

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