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SBI Magnum Multicap Fund - Regular Plan -Growth Option

Equity: Multi Cap | Open Ended Schemes

Nav : 52.1993

0.46 (0.89 %)

23-01-2020

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to other equity funds as it invests in large, mid and small cap stocks but can give higher returns compared to large cap or mid cap funds. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹1000.0

Returns (since Sep 05, 2005)

12.23%

10 Year Returns

11.63 %

Doubled Money

2 Years 1 Months

Sharp Ratio

1.15 %

Volatility

14.17 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
2 Years 1 Months
11 Years 6 Months
13 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Magnum Multicap Fund - Regular Plan -Growth Option 05-09-2005 14.43 2.23 12.26 10.37 11.63
DSP Equity Fund - Regular Plan - Growth 29-04-1997 22.09 4.51 13.51 8.76 11.75
JM Multicap Fund - Growth option 23-09-2008 19.84 4.76 13.31 9.47 9.08
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 19.25 0.68 11.55 8.56 13.15
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 18.81 11.52 0.0 0.0 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 17.51 6.43 14.48 10.89 0.0
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 16.76 0.0 0.0 0.0 0.0
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 16.71 1.78 0.0 0.0 0.0
Kotak Standard Multicap Fund - Growth 05-09-2009 15.98 5.26 13.65 10.06 13.94
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 15.97 1.87 9.42 3.81 7.79

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
Sep 05, 2005
Expense Ratio
2.01%
Fund Category Risk
MODERATELY HIGH
Asset Size
8,479.69 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
1000.0
Minimum Topup
1000.0
Return since Launch
12.23%
Contact Details
Fund Manager(s)
Mr. Anup Upadhyay

PORTFOLIO ANALYSIS of SBI Magnum Multicap Fund - Regular Plan -Growth Option

PERFORMANCE of SBI Magnum Multicap Fund - Regular Plan -Growth Option

Scheme Performance (%)

Data as on - 23-01-2020

Yearly Performance (%)

RETURNS CALCULATOR for SBI Magnum Multicap Fund - Regular Plan -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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