FUND SBIMagnum Gl obal Fund FundCat egor y
FundBenc hmar k
Launc hDat e
FundManager
Equi t y: Themat i c MNC
NI FTYMNCTRI
Sep30, 1994
Mr . AnupUpadhya y
-
I NVESTMENTOBJ ECTI VE SBI MagnumGl obal Fundai mst opr ovi del ongt er mc api t al appr ec i at i onbyi nv es t i ng pr edomi nant l yi ns t oc ksofMNCs .
FUNDOVERVI EW Chec kt hebas i cdet ai l sbel owt ogetabas i cunder s t andi ngoft hes c heme. NAV( AsonSep27, 2018)
:
Rs164. 51
AUM ( AsonAug31, 2018)
:
Rs3, 718Cr .
Expens eRa o( AsonJ ul 31, 2018)
:
2. 39%
Ret ur nSi nc eI nc ep on
:
14. 54%
Exi tL oad
:
1% ( Bef or e365da ys )
Mi n. I nves t ment
Rs5, 000 Mi n. SI PI nves t ment
Rs500
PASTPERFORMANCE SBI MagnumGl obal Fundi nv es t si nc ompani est hatar ees t abl i s hedpl a y er soft he equi t ymar k etands howagr eatgr owt hi nt hel ongr un, andbec aus eoft hi sr eas on, t he per f or manc eoft hef undi sc y c l i c al . L et ’ sunder s t andt hi swi t ht hehel poft her et ur ns t abl egi v enbel ow.
Her ey ouc ans eet hati nt hepas t1and3y ear s , t hef undhass hownamoder at e per f or manc ebuti nt he5y ear s , agr eatj umpc anbenot i c ed. So, i fy ouar epl anni ngoni nv es t i ngi nt hi ss c heme, i ti sadvi s edt haty ous t a yf orasl ong aspos s i bl e.
PORTFOLI OALL OCATI ON
Thes t oc kpi c ki ngoft hef undi sf oc us edandatpr es ent , i thasani nv es t menti n38 s t oc ks , whi c har epi c k edf r om11s ec t or s . Thes ec t oral l oc at i oni sabi tmor edi v er s i fied asc ompar edt ot hebenc hmar k, whi c hwi l l hel pi ti ngai ni ngabi tmor es t abi l i t ydur i ng t hev ol at i l i t yi nt hemar k et . Thet ophol di ngsofSBI MagnumGl obal Fundi nc l ude t opnot c hc ompani ess uc hasMar ut i Suz uki I ndi a, Hi ndus t anUni l ev er , Col gat ePal mol i v e, I nf os ys , Bal kr i s hnaI ndus t r i es , et c . Al l t hes ear es howi nggr eat f ut ur egr owt hpos s i bi l i t i esandar ee xpec t edt ohel pt hef undi nopt i mal f ut ur egr owt h.
97%
RI SKANAL YSI S
Ther i s kmeas ur esal s os howt hatt hec ur r entgr owt ht hef undi spr ovi di ngi smoder at e. Thel owSDandBet as howt hatt hes c hemes howsf ewerupsanddownsdur i ng v ol at i l i t yi nt hemar k et , whi c hi sagoodt hi ng. But , t her ewar dsy ougetf ori nv es t i ngi n t hi sf undar er eal l yl ow, andt hel owShar peandAl phaar eapr oofoft hat .
E X P E R T ’ ST A K E S BI Mag numGl obal F undi sbe s t s ui t e dt oi nv e s t or swhowantas t abl eandmode r at e g r owt h, andar ewi l l i ngt oi nv e s ti nf ormor et han57y e ar s . I f y ouar el ook i ngf ora l umps umi nv e s t me nt , t he ndon ’ tf or g e tt ot i met hemar k e t .
Di s c l ai me r: My SI Ponl i nev ouchesf ort hei nt egr i t y , cer t ai nt y , r el i abi l i t yandaccur acyofanycont entpubl i shedv i aar t i cl es, handl es, paper s, char t s, ori nanyot her f or m ormanneroni t swebsi t e, ort hei nf or mat i oncont ai ned, publ i shedorex hi bi t edonanyot herwebsi t ewhi chi nanymanneri sl i nk edwi t hMy SI Ponl i ne, and cl ar i fiest hatal lt hedat aorfigur esav ai l abl ear esol el yf ori l l ust r at i v eandeducat i onalpur pose.Ther ecommendat i onsorf undsuggest i onsar ei nci dent alor anci l l ar yt ot hemut ual f unddi st r i but i onwhi char emadei ngoodf ai t hi nr ef er encet ot hepr ev ai l i ngt r endsoft hefinanci al orsecur i t i esmar k et . Thei nf or mat i onand ov i dedbyMy SI Ponl i net hr oughi t sar t i cl esorot hercont entpost i ngsar ef ori nf or mat i v epur poseonl yandi nnocont ex tr el at edt oani nv est ment , suggest i onspr financi al ort axadv i ce. My SI Ponl i nei nt endst oabi debyt hecur r entSEBIgui del i nesandr equi r ement sandhence, hol dsnoi nt ent i onofbest owi ngfinanci al adv i ce.
Cal l orWhat s app
Emai l Us
+919660032889
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