SBI Magnum Equity ESG Fund Regular Growth
Medium
Risk
Equity
Other
+
14.55
%
14.55
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
5482
NAV:
Mar 7, 2024
207.483
Sector
Tech
Type
Equity
Launched
Nov 2006
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Infosys Ltd
8.25
%
ICICI Bank Ltd
7.17
%
HDFC Bank Ltd
6.75
%
Axis Bank Ltd
6.16
%
Larsen & Toubro Ltd
5.09
%
Tata Consultancy Services Ltd
4.34
%
UltraTech Cement Ltd
4.13
%
TVS Motor Co Ltd
3.91
%
State Bank of India
3.82
%
ABB India Ltd
3.61
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Magnum Equity ESG Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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