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Sbi Magnum Equity Esg Fund Direct Growth

Equity | Thematic - ESG

(NAV as of 28/05/2024)
241.43 (-0.11)

3Y Returns

16.97%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

1.31%

Fund Size

5537 Cr

Inception Date

01-Jan-13

Fund Manager

Rohit Shimpi

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

97.23%

Debt & Others

2.77%

Market Cap Allocation

Large Cap

73.23%

Mid Cap

18.54%

Small Cap

2.64%

Other Cap

5.59%

Sector Allocation

Banks

26.39%

Internet and Technology

18.79%

Automobiles

10.05%

Construction

5.10%

Industrial Products

4.73%

Top Ten Holdings

Infosys Ltd

8.20%

HDFC Bank Ltd

7.05%

ICICI Bank Ltd

7.02%

Axis Bank Ltd

6.13%

Larsen & Toubro Ltd

5.10%

Investment 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.

Fund House Detail

AMC Name

SBI Funds Management Private Limited

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.