SBI Magnum Global Fund Direct Growth

Scheme code: INF200K01SN1 NAV value: ₹ 376.5778 NAV date: 15 April, 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	17.43	10.36
3 year	6.28	33.32	15.57	16.59
5 year	0.74	26.02	12.91	13.78
7 year	3.33	15.62	11.64	14.06
10 year	3.49	17.22	10.65	15.63
12 year	3.07	16.17	10.8	15.6
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	10.36
3 year	6.56	32.12	15.66	16.59
5 year	1	26.2	12.75	13.78
7 year	3.8	15.42	11.84	14.06
10 year	3.8	18	11.09	15.63
12 year	3.63	16.86	11.19	15.6
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	10.36
3 year	7.68	33.37	17	16.59
5 year	0.71	27.63	13.15	13.78
7 year	3.76	16.01	12.04	14.06
10 year	3.56	16.94	10.94	15.63
12 year	3.31	16.54	10.99	15.6
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	10.36
3 year	8.04	34.46	17.98	16.59
5 year	0.69	28.64	13.53	13.78
7 year	3.97	16.42	12.35	14.06
10 year	3.53	17.72	11.24	15.63
12 year	3.1	16.97	11.25	15.6
15 year	6.68	16.96	11.2

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	5.83	3.23
3 year	7.35	7.25
5 year	7.28	7.8
7 year	6.36	7.26
10 year	5.93	7.61
12 year	6.09	7.25

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	3.23
3 year	7.51	7.25
5 year	7.25	7.8
7 year	6.38	7.26
10 year	6.15	7.61
12 year	6.3	7.25

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	3.23
3 year	8.25	7.25
5 year	7.64	7.8
7 year	6.58	7.26
10 year	6.21	7.61
12 year	6.36	7.25

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	3.23
3 year	8.74	7.25
5 year	7.97	7.8
7 year	6.78	7.26
10 year	6.43	7.61
12 year	6.57	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%