Our Opinion
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
SBI Magnum Global Fund
|
Very High
|
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1.89 |
|||
Very High
|
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2.02 |
||||
Very High
|
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2.05 |
||||
Low to Moderate
|
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2.00 |
||||
Very High
|
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2.16 |
₹6,117 Cr
1.00 (365)
5,000
500
500
12
Investment Strategy
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising primarily of MNC companies.
Suitability
"This is a fund that invests mainly in the shares of multinational companies.
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other MNC fund, if you need to redeem your investment in less than five years."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Magnum Global Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Magnum Global Fund can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Magnum Global Fund, is ₹362.5762 as of 21-May-2025.
Company | Percentage of Portfolio |
---|---|
5.36
|
|
5.01
|
|
4.94
|
|
4.90
|
|
4.79
|
Over the past five years, SBI Magnum Global Fund has delivered an annualised return of 18.11% as of 21-May-2025.
The minimum investment required to start investing in SBI Magnum Global Fund is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.