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SBI Magnum Multicap Fund
SBI Magnum Multicap Fund aims to gain long-term capital growth by actively managing investments in a diversified portfolio of equity stocks. The fund follows a bottom-up approach for choosing stocks and companies across multiple market caps. A maximum of 65% of the assets are invested in equity and equity-related investments and 35% in debt and money market securities.
Investment Plans
-
Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
Top performing plans˜ with High Returns**
Invest ₹10K/month & Get ₹1 Crore returns*
Best SIP Funds
Payment Mode
Invest
₹ 10,000
Invest for
Instant tax receipt
Instant tax receipt
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.88 %
Instant tax receipt
Large Cap Equity Fund
AUM (Cr)
₹2,675
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.14 %
Instant tax receipt
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.33 %
Instant tax receipt
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 21.38 %
Instant tax receipt
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.32 %
Instant tax receipt
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.99 %
Instant tax receipt
Instant tax receipt
Instant tax receipt
Large Cap Equity Fund
AUM (Cr)
₹2,675
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.14 %
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 21.38 %
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.32 %
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.99 %
Growth Super Fund
AUM (Cr)
₹13,357
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.34 %
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.88 %
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.33 %
Growth Opportunities Plus Fund
AUM (Cr)
₹986
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.44 %
Classic Opportunities Fund
AUM (Cr)
₹13,638
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.04 %
Opportunities Fund
AUM (Cr)
₹3,368
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.28 %
Equity Top 250 Fund
AUM (Cr)
₹539
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.47 %
Whole Life Income Fund
AUM (Cr)
₹866
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 6.31 %
Whole Life Aggressive Growth Fund
AUM (Cr)
₹878
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.03 %
Save N Grow Money Fund
AUM (Cr)
₹65
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 12.06 %
Asset Allocation Fund II
AUM (Cr)
₹295
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 14.05 %
Multi Cap Balanced Fund
AUM (Cr)
₹2,021
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 14.49 %
Super Select Equity Fund
AUM (Cr)
₹1,296
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 21.51 %
View More
Types of Funds
The fund has two types:
-
Regular Plan
-
Direct Plan
The regular plan is meant for investors who wish to route their investment through any distributor.
The direct plan is only for investors who purchase units in a scheme directly with the mutual fund or through the registered investment advisor.
- Insurance Companies
- Mutual Funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 5 Years | 7 Years | 10 Years | |
| High Growth Fund Max Life | 27.23% | 21.37% |
18.4%
View Plan
|
|
| Top 200 Fund Tata AIA | 31.42% | 21.79% |
17.46%
View Plan
|
|
| Accelerator Mid-Cap Fund II Bajaj Allianz | 24.33% | 13.05% |
14.89%
View Plan
|
|
| Opportunities Fund HDFC Standard | 25.88% | 15.11% |
14.97%
View Plan
|
|
| Growth Plus Fund Canara HSBC Oriental Bank | 18.02% | 10.41% |
10.71%
View Plan
|
|
| Grow Money Plus Fund Bharti AXA | 20.99% | 14.06% |
14.09%
View Plan
|
|
| Multiplier Birla Sun Life | 26.89% | 14.41% |
15.69%
View Plan
|
|
| Equity Top 250 Fund Edelwiess Tokio | 20.47% | 12.29% |
11.72%
View Plan
|
|
| Opportunities Fund ICICI Prudential | 23.28% | 13.48% |
12.5%
View Plan
|
|
| Flexi Growth Fund LIC | - | - |
-
View Plan
|
|
Fund rating powered by
Last updated:
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| Returns | ||||
|---|---|---|---|---|
| Fund Name | 3 Years | 5 Years | 10 Years | |
| Active Fund QUANT | 23.92% | 31.48% |
21.87%
|
|
| Flexi Cap Fund PARAG PARIKH | 20.69% | 26.41% |
19.28%
|
|
| Large and Mid-Cap Fund EDELWEISS | 22.34% | 24.29% |
17.94%
|
|
| Equity Opportunities Fund KOTAK | 24.64% | 25.01% |
19.45%
|
|
| Large and Midcap Fund MIRAE ASSET | 19.74% | 24.32% |
22.50%
|
|
| Flexi Cap Fund PGIM INDIA | 14.75% | 23.39% |
-
|
|
| Flexi Cap Fund DSP | 18.41% | 22.33% |
16.91%
|
|
| Emerging Equities Fund CANARA ROBECO | 20.05% | 21.80% |
15.92%
|
|
| Focused fund SUNDARAM | 18.27% | 18.22% |
16.55%
|
|
Last updated: May 2025
Compare more funds
SBI Magnum Multicap Fund Facts
|
Type of Scheme |
Open-ended dynamic equity schemes |
|
Name of the Scheme |
SBI Flexi cap Fund (erstwhile known as SBI Magnum Multicap Fund) |
|
Minimum Investment |
Rs. 1,000 and in multiples of Re. 1 |
|
Additional Purchase Amount |
Rs. 1,000 and in multiples of Re. 1 |
|
Minimum Redemption size in Rupees |
Rs. 500 or 1 Unit or account balances, whichever is lower |
|
Entry Load |
Not Applicable |
|
Exit Load |
For exit after 30 days from the date of allotment – Nil For exit on or before 30 days from the date of allotment – 0.10% |
|
Benchmark Index |
S&P BSE 500 Index TRI |
|
Date of allotment |
29/09/2005 |
|
AAUM for October 2021 |
Rs. 15,647.87 Crores |
|
AUM as of October 2021 |
Rs. 15,464.41 Crores |
|
Fund Manager |
Mr Anup Upadhyay |
|
Plans Available |
Regular, Direct |
|
Options |
Growth, IDCW |
|
Standard Deviation |
21.31% |
|
Beta |
0.96 |
|
Sharpe Ratio |
0.86 |
|
Total Portfolio Turnover |
0.41 |
|
Mutual Fund |
SBI Mutual Fund |
|
Trustee Company |
SBI Mutual Fund Trustee Company Private Limited |
|
Asset Management Company |
SBI Funds Management Private Limited |
Investment Objective
The scheme is suitable for investors who are looking for long term capital appreciation. A key objective of the fund is capital appreciation through investments in diversified equity stocks spanning across different market caps. It helps combine the benefits of long-term appreciation and liquidity at the same time.
Fund Summary
-
SBI Flexi Cap Fund – Regular Plan – IDCW
Nav as on December 01 2021 – Rs. 33.4073
Expense Ratio – 1.82
-
SBI Flexi Cap Fund – Regular Plan-Growth
Nav as on December 01 2021 – Rs. 74.6069
Expense Ratio – 1.82
-
SBI Flexi Cap Fund – Direct Plan – IDCW
Nav as on December 01 2021 – Rs. 40.3646
Expense Ratio – 0.87
-
SBI Flexi Cap Fund – Direct Plan-Growth
Nav as on December 01 2021 – Rs. 80.7566
Expense Ratio – 0.87
Fund Return Summary
|
Tenure |
Compounded Annualized Growth Rate Performance |
Current Value of Standard Investment of Rs 10,000 |
|
Since Inception |
13.52% |
Rs. 76,952/- |
|
Last 5 Year |
14.85% |
Rs. 19,995.27/- |
|
Last 3 Year |
21.14% |
Rs. 17,769.07/- |
|
Last 1 Year |
60.08% |
Rs. 16,008/- |
*Returns are subject to change. The investment risk in the investment portfolio is borne by the policyholder.
Pros and Cons
|
Pros |
Cons |
|
The expense ratio of the scheme is affordable. |
The investment is subject to market risks. Thereby, there are chances that you might lose the capital invested. |
|
The fund provides good returns over the long run. |
The risk involved in the scheme is high. |
|
The fund house has developed appropriate risk mitigation strategies. |
The scheme is not suitable for investors looking for returns in the short term. |
Benefits of the SBI Magnum Multicap Fund
There are several benefits of the SBI Magnum Multicap Fund. Some of them have been listed out hereunder:
-
Long-term capital appreciation - The fund is capable of multiplying the invested capital in the long run and eventually generating returns that can beat inflation.
-
Consistency in Performance - Since its inception, the fund has provided appropriate returns to its investors and has displayed growth and adequate performance over the years.
-
Reasonable Expense Ratio - The expense ratio of the scheme is reasonable, which makes investment affordable for investors ensuring promising returns in the future.
-
Mitigating Risk - The investments are subject to several risks like volatility and liquidity risks. The fund has developed appropriate strategies to mitigate the same.
Who should Invest in the SBI Magnum Multicap Fund?
The following category of investors should invest in the scheme:
-
Investors looking for long term capital appreciation
-
Investors looking to diversify financial portfolio
-
Investors having a high-risk appetite
FAQ's
-
Q. What are the fees and expenses under the SBI Magnum Multicap Fund?
A.Audit Fee Up to 2.25% Additional Expenses under the regulation Up to 0.05% Additional Expenses for gross new inflows from specified cities Up to 0.30% Brokerage and Transaction cost over and above 12 bps and 5 bps for cash and derivative market trading Up to 2.25% Cost related to Investor communications Up to 2.25% Cost towards investor education and awareness Up to 2.25% Cost of providing account statements and Income Distribution cum capital withdrawal redemption cheques and warrants Up to 2.25% Cost of Fund transfer from location to location Up to 2.25% Cost of Statutory Advertisements Up to 2.25% Custodian Fees Up to 2.25% Goods and Service tax on expenses other than investment and advisory fees Up to 2.25% Goods and Service tax on brokerage and transaction cost Up to 2.25% Investment Management and Advisory Services Up to 2.25% Marketing and Selling Expenses including agent commission Up to 2.25% Maximum Total Expense Ratio permissible under the Regulation Up to 2.25% Other Expenses Up to 2.25% RTA Fees Up to 2.25% Trustee Fee Up to 2.25% -
Q. What is the asset allocation pattern of the SBI Magnum Multicap Fund?
A.Instruments Min Max Risk Profile Money Market Instruments 0% 35% Low Debt Instruments 0% 35% Medium Units issued by REIT/Invit 0% 10% Medium to High Equity and Equity related instruments 65% 100% High -
Q. How are the proceeds from the SBI Magnum Multicap Fund taxed?
A.Tax on Dividend Long term Capital Gains Short Term Capital Gains Resident Taxed in the hands of the unitholders at the rate as prescribed under the Income Tax Act, 1961. 10% plus surcharge and cess without indexation 15% plus surcharge and cess Non- Resident Taxed in the hands of the unitholders at the rate of 20% u/s 115A of the act. 10% plus surcharge and cess without indexation 15% plus surcharge and cess -
Q. How is the Net Asset Value computed?
A. NAV of the scheme is computed by dividing the fund’s net assets by the number of units outstanding under the scheme on the valuation date.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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