SBI Magnum Global Fund

Mutual Fund-

SBI Magnum Global fund

By Rajendra

Mar 27, 2023

image source -Unsplash

Scheme Analysis

Category

Thematic

Inception

Sep 30, 1994

Benchmark

Nifty MNC

AUM - 5,257 Cr

Fund Manager

R. Srinivasan & Mohit Jain

SBI Magnum Global Fund

– The fund invests a minimum of 65% of its assets in equity and equity related instruments across market capitalization.

Top 5 Holding

Maruti

Procter Gamble

Hind Unilever

Divi's Lab

Page Inds

9.68

7.86

7.02

5.37

5.06

Total - 35.03

FMCG

Automobile

Capital Goods

Top 5 Sector 23.92

17.14

15.57

15.42

9.21

Healthcare

IT

Market Cap Exposure Large Cap

Mid Cap

28.16%

35.75%

SBI Magnum Global Fund

Small Cap

11.48%

· The fund follows a bottom-up approach to stock-picking and invests in companies across market cap & sectors.

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,095

43,431

82,852

Returns

1.49%

12.62%

12.89%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

2.15%

16.58%

9.94%

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