SBI Magnum Global Fund Direct Growth

Scheme code: INF200K01SN1 NAV value: ₹ 391.2382 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.89	22.11	10.36	29.45
3 year	5.43	28.78	16.59	21.23
5 year	3.98	21.45	13.78	15.79
7 year	9.76	18.95	14.06	14.27
10 year	10.04	20.03	15.63	16.08
12 year	14.86	16.32	15.60	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	10.36
3 year	6.28	33.32	15.79	16.59
5 year	3.54	26.02	13.5	13.78
7 year	3.33	15.62	11.71	14.06
10 year	3.49	17.22	10.6	15.63
12 year	3.07	16.17	10.84	15.6
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	10.36
3 year	9.08	58.7	29.31	16.59
5 year	3.67	48	18.04	13.78
7 year	3.8	31.03	14.14	14.06
10 year	3.8	28.93	12.39	15.63
12 year	3.63	26.65	12.59	15.6
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	10.36
3 year	7.68	33.37	17.09	16.59
5 year	2.35	27.63	13.51	13.78
7 year	3.76	16.01	12.07	14.06
10 year	3.56	16.94	10.92	15.63
12 year	3.31	16.54	11.01	15.6
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	10.36
3 year	8.04	34.46	18.26	16.59
5 year	3.37	28.64	14.21	13.78
7 year	3.97	16.42	12.41	14.06
10 year	3.53	17.72	11.22	15.63
12 year	3.1	16.97	11.31	15.6
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 10.36% - Median return: 11.71% - Average standard deviation: 3.2

Rolling return for 3 year

- Average return: 16.59% - Median return: 16.9% - Average standard deviation: 1.49

Rolling return for 5 year

- Average return: 13.78% - Median return: 14.24% - Average standard deviation: 0.82

Rolling return for 7 year

- Average return: 14.06% - Median return: 13.82% - Average standard deviation: 0.6

Rolling return for 10 year

- Average return: 15.63% - Median return: 16.25% - Average standard deviation: 0.39

Rolling return for 12 year

- Average return: 15.6% - Median return: 15.54% - Average standard deviation: 0.36

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,38,662	38,662	3.23
3 year	36,00,000	44,40,596	8,40,596	7.25
5 year	60,00,000	87,35,641	27,35,641	7.80
7 year	84,00,000	1,37,20,635	53,20,635	7.26
10 year	1,20,00,000	2,49,96,315	1,29,96,315	7.61
12 year	1,44,00,000	3,33,57,725	1,89,57,725	7.25

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	3.23
3 year	7.3	7.25
5 year	7.48	7.8
7 year	6.39	7.26
10 year	5.95	7.61
12 year	6.11	7.25

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	3.23
3 year	20.64	7.25
5 year	13	7.8
7 year	9.48	7.26
10 year	7.99	7.61
12 year	8.12	7.25

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	3.23
3 year	8.22	7.25
5 year	7.77	7.8
7 year	6.6	7.26
10 year	6.23	7.61
12 year	6.37	7.25

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	3.23
3 year	8.71	7.25
5 year	8.22	7.8
7 year	6.82	7.26
10 year	6.47	7.61
12 year	6.6	7.25

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,38,662 - Absolute Returns: ₹38,662 - CAGR: 3.23%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,40,596 - Absolute Returns: ₹8,40,596 - CAGR: 7.25%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,35,641 - Absolute Returns: ₹27,35,641 - CAGR: 7.8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,20,635 - Absolute Returns: ₹53,20,635 - CAGR: 7.26%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,49,96,315 - Absolute Returns: ₹1,29,96,315 - CAGR: 7.61%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,33,57,725 - Absolute Returns: ₹1,89,57,725 - CAGR: 7.25%