SBI Magnum Equity Fund seeks capital appreciation through investment in diversified portfolio of equities of high growth companies, along with liquidity of an open ended scheme.
|This product is suitable for investors who are seeking*: |
- Long term investment
- Investments in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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To provide the investor Long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments.
|Instrument ||Normal Allocation (% of Net Assets) ||Risk Profile |
|Equity and related instruments ||Not less than 70% ||Medium to High |
|Debt instruments ||Not more than 30% ||Low to Medium |
|Securitized Debt ||Not more than 10% of the investment in debt instruments ||Medium to High |
|Money market instruments ||Balance ||Low |
|Date of Inception ||01/01/1991 |
|Minimum Application ||Rs. 5000/- & in multiples of Re. 1 |
|Entry Load ||NA |
|Exit Load ||1) For exit within 1 year from the date of allotment - 1 %. 2) For exit after 1 year from the date of allotment - Nil |
|SIP || |
Monthly - Minimum 1000 & in multiples of 1 thereafter for maximum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year.
Quarterly – Minimum 1500 & in multiples of 1 thereafter for minimum one year.
|SWP ||Rs. 500/- per month or per quarter |
|SBI Magnum Equity Fund - Regular Plan - Dividend||27.4893||29-Apr-2016
|SBI Magnum Equity Fund - Regular Plan - Growth||73.9138||29-Apr-2016
|SBI Magnum Equity Fund - Direct Plan - Dividend||32.3240||29-Apr-2016
|SBI Magnum Equity Fund - Direct Plan - Growth||75.5525||29-Apr-2016