SBI Magnum Global Fund Capital Gains From Best MNC Stocks
What is SBI Magnum Global Fund? • SBI Magnum Global Fund is a top performing thematic fund that invests specifically in the stocks of multinational corporations. • The Indian equity market conditions are majorly responsible for the performance of MNC stocks. • The performance also depends upon the market trends of foriegn nation in which the MNC has its business. • The fund can give exposure of international market to the investors. • It has delivered impressive long term gains from a diversified portfolio. • It was previously a mid-cap scheme but later on became MNC thematic mutual fund.
Fund Snapshot Category:
Equity: Thematic-MNC
Assets:
Rs 3,590 crore (As on May 31, 2019)
Expense:
1.99% (As on May 31, 2019)
Fund House:
SBI Mutual Fund
Launch Date:
30-Sep-94
Benchmark:
NIFTY MNC TRI
Minimum SIP Investment (Rs)
500
Return since Launch:
14.08%
Exit Load (%)
1% for redemption within 365 days
Reasons to Invest Exposure of Multiple Market Trends Through MNCs
Diversified Portfolio Involving Small, Mid and Large-cap Stocks
Investments Handled by Professional Asset Manager
Inpressive Track Record and Growth Prospect
Investment Structure • The fund manager invests in MNC stocks of different size and sector.
Market Allocation 16.51 22.17
• The investment style is growth oriented. • A total of 35 stocks are present in the portfolio of SBI Magnum Global Fund. • It has a well diversified portfolio and has decent alloction in stocks with different market
27.14
capitalization. • Growth style of investment is strictly followed by the fund manager.
34.18
Gi ant (%)
La rge (%)
Mi d (%)
Smal l (%)
Top Holdings Company
Sector
% Assets
Colgate-Palmolive
FMCG
7.04
ABB
Engineering
6.04
Hindustan Unilever
FMCG
4.95
Ambuja Cements
Construction
4.75
Divi's Laboratories
Healthcare
4.75
Nestle India
FMCG
4.48
Grindwell Norton
Metals
4.46
GSK Consumer Healthcare
FMCG
4.12
P&G Hygiene & Health Care
FMCG
4.07
Atul
Chemicals
3.72
Performance Details YTD
1-Month
3-Month
1-Year
3-Year
5-Year
10-Year
Fund
-0.46
-0.55
-1.17
0.34
6.69
10.95
16.45
Category
-2.23
-1.40
-1.98
-1.05
7.23
12.42
18.24
• The long term returns of the scheme are impressive but are less than that of the category average. • SBI Magnum Global Fund previously followed the mandate of a mid-cap fund but later became an MNC thematic fund hence the performance in the past must not be considered.
Fund Manager Mr Anup Upadhyay
B.Tech, PGDM, CFA Senior Fund Manager at SBI Mutual Fund
• Mr Anup Upadhyay has been handling the portfolio of SBI Magnum Global Fund since May 2018. • Before joing SBI Mutual Fund he was associated with Tata Consultancy Services.
Who Should Invest? • SBI Magnum Gloabal Fund is ideal for the experienced investors who can keep a track of market trends. • The fund possess high risk due to aggressive investment style and higher involvement of mid and small-cap stocks. • Investors must stay invested for long term to gain better returns from the scheme. • New investors must invest under guidance of an expert. • The fund is ideal for those who seek long term capital gains from stocks of multinational corporations.
Give you portfolio a flavour of international market
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 2-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.