SBI Magnum Equity ESG Fund

  • Category: EQUITY
  • AAUM: 2116.32 Cr as on 31 May 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-May-2018
Standard Deviation*: 13.36%
Beta*: 0.91
Expense Ratio*: 2.09
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
HDFC BANK LTD. 9.20
RELIANCE INDUSTRIES LTD. 7.84
KOTAK MAHINDRA BANK LTD. 6.42
INFOSYS LTD. 6.41
MAHINDRA & MAHINDRA LTD. 5.30
LARSEN & TOUBRO LTD. 5.18
ICICI BANK LTD. 3.99
BAJAJ FINANCE LTD. 3.69
ASIAN PAINTS LTD. 3.44
AXIS BANK LTD. 3.10
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 39.04
IT 11.81
AUTOMOBILE 10.62
ENERGY 10.04
CONSUMER GOODS 9.92
CONSTRUCTION 5.18
METALS 3.48
TELECOM 2.83
SERVICES 2.31
CBLO 1.89

    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

    Investment Strategy 

    The scheme is likely to have a comprehensive check list across parameters from Governance, Social & Environmental aspects of the company’s management of its affairs. 

    The endeavour would be to follow ‘ESG Framework’ in order to delve deeper into a company’s management practices, culture and risk profile which would thereby help us in understanding the impact on long term shareholders. 
     
    Active weights of a security will be determined by the ESG scores. A positive score will enable a positive active weight, and vice-versa. 
Enter Date * :
Fund Manager
  • Mr. Ruchit Mehta

    Managing this fund since May 2018.

    Total experience 14 years .

  • Riskometer
    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 1000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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