Mutual Funds
SBI Magnum Equity ESG Fund Regular Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
India Other Sector		 Total Net Assets (mil)
35,180.72 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
 Fund Benchmark
IISL Nifty 100 ESG Index TR INR


RETURNS (%) FUND
3M -1.15
6M 22.04
1Y 53.55
3Y* 11.23
5Y* 12.30
10Y* 11.82
*Annualised Return Data Through 19/04/2021
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2021 5.01 - - -
2020 -28.40 18.18 8.97 23.13
2019 5.74 3.37 0.26 4.73
2018 -3.32 4.72 0.43 1.62
2017 11.43 3.03 1.02 6.98
RISK MEASURES
3Y Alpha -
3Y Beta -
3Y R-Squared -
3Y Info Ratio -
3Y Tracking Error -
3Y Sharpe Ratio 0.53
3Y Std Dev 21.73
3Y Risk -
5Y Risk -
10Y Risk -

Morningstar Style BoxTM


* Report as of 20 Apr 2021


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