Overview
SBI Magnum Long Term Equity Scheme features
- Long term capital growth
- Majority investment in equity related securities
- Very High Risk fund
- There is a lock-in period of 3 years
SIP Returns
| Duration |
Returns |
| 1 year |
11.87 % |
| 3 years |
22.23 % |
| 5 years |
16.02 % |
| 10 years |
13.51 % |
| Since Inception |
15.61 % |
Investment Holding
| Holding |
Investment |
Holding |
Investment |
| ICICI Bank Ltd. |
5.65 % |
Reliance Industries Ltd. |
4.29 % |
| Larsen & Tubro |
4.15 % |
State Bank of India |
3.78 % |
| Mahindra & Mahindra |
3.70 % |
Infosys Ltd. |
3.65 % |
| ICICI Prudential Life Insurance Co Ltd. |
3.56 % |
Cummins India Ltd. |
3.53 % |
| Cipla Ltd. |
3.10 % |
HDFC Bank Ltd. |
2.90 % |
Sector Analysis
| Sector |
Investment |
Sector |
Investment |
| Financial Services |
26.41 % |
Oil,Gas and Fuel |
8.83 % |
| Capital Goods |
8.81 % |
IT |
8.66 % |
| Automobiles & Auto Components |
7.98 % |
Healthcare |
6.68 % |
| Construction |
4.45 % |
Construction Material |
3.82 % |
| Telecommunication |
3.18 % |
Chemicals |
2.57 % |
| Realty |
2.48 % |
FMCG |
2.45 % |
Peer Performance
| Scheme |
1 year |
2 years |
3 years |
5 years |
| DSP Tax Saver Fund |
2.14 % |
31.22 % |
21.94 % |
13.86 % |
| Quant Tax Plan |
17.43 % |
50.86 % |
43.88 % |
23.76 % |
| HDFC Tax Saver Fund |
11.45 % |
31.17 % |
row3 col 4 |
row3 col 5 |
| IDFC Tax Advantage (ELSS) Fund |
9.29% |
37.48% |
26.43% |
14.53% |
| Bank of India Tax Advantage Fund |
0.29% |
31.16% |
28.45% |
16.10% |
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