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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – SBI Magnum Global

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Fund Name: SBI Magnum Global (G)

CRISIL Rank: 2

Category: Mid and small cap

Expense Ratio: 2.55%

Risk Level: Average

Benchmark: CNX Midcap

Objective: To provide the investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and Bonds.

Returns (Annualized)

1-Year3-Year5-Year
10.94%12.62%30.29%

Our Review

SBI Magnum global fund (G) has made its inception in the year 2005. Since inception, it has produced annualized returns of 16.77%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Page industries, P&G, Divis lab, MRF and Redington India. The fund invests 66.56% in mid caps, 24.98% in small caps and 8.46% of assets in large cap stocks. The fund has delivered excellent returns for its investors especially in the 3 and 5 year time frame proving that it is for a long term investment. The fund manager is R. Srinivasan, who has been an asset for the fund even since he took charge of it.

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