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This Thematic Mutual Fund Has Given 109.93% Returns In 3-Years, SIP Starts With Rs 500

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The majority of debates these days revolve around diversification and methods of diversification. Diversifying your assets can be accomplished by (a) taking a portion of your stock gains and investing the remainder in other asset types. However, investing in inequity or thematic funds could be a good way to diversify investment. In this article, one thematic equity fund has been highlighted. This fund could be good for diversifying your portfolio. Check out returns and portfolio.

 

SBI Magnum COMMA Fund - Direct Plan-Growth

SBI Magnum COMMA Fund - Direct Plan-Growth

This is an open-ended thematic mutual fund launched by the SBI Mutual Fund. The Fund's Asset Under Management is worth Rs 486.87 Crore. The NAV or Net Asset Value of this fund as of 12th April 2022 is RS Rs 78.226. This fund has an expense ratio of 2.09%, which is almost double its category average expense ratio. 

This fund is a highly risky fund for investment. This fund is a medium-sized equity fund of its category. This fund invests in companies engaged in commodity and commodity-related businesses. Talking about the investment, the minimum amount required for lumpsum payment is Rs 5000. For SIP, the minimum amount required is Rs 500.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its inception, this fund has delivered 14.81% average annual returns.

Investment PeriodAbsolute ReturnsAnnualised Returns
1 Year36.39%36.39%
2 Year146.68%56.77%
3 Year109.93%28.01%
5 Year119.76%17.05%
Since Inception259.66%14.81%

SIP Returns 

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year7.72%14.65%
2 Year46.32%41.47%
3 Year67.58%36.58%
5 Year82.54%24.31%
Portfolio

Portfolio

The fund has 96.76 per cent of its assets invested in Indian stocks, with 54.1 per cent in large-cap stocks and 19.03 per cent in small-cap equities.

The majority of the fund's assets are invested in the Metals & Mining, Energy, Materials, Chemicals, and Consumer Staples sectors. When compared to other funds in the category, it has taken less exposure in the Metals & Mining and Energy sectors.

Reliance Industries Ltd., Ultratech Cement Ltd., Tata Steel Ltd., Hindalco Industries Ltd., and Neogen Chemicals Ltd. are the fund's top holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Wednesday, April 13, 2022, 16:08 [IST]
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