Should I invest in Magnum Equity Fund?

We don't give personal investment advice. Magnum Equity Fund- Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.7%. 5-year CAGR: 9.22%.

SBI

Magnum Equity Fund- Growth

Latest NAV

₹231.9560

As of

12 Jun 2026

4,797 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	-0.33%	-0.22	68 / 122	Q3
1W	-0.69%	-1.52%	+0.83	31 / 122	Q2
2W	-2.57%	-3.17%	+0.60	37 / 122	Q2
1M	+0.17%	-0.73%	+0.90	26 / 122	Q1
3M	+1.18%	+3.26%	-2.07	82 / 122	Q3
6M	-7.79%	-2.52%	-5.27	89 / 122	Q3
YTD	-8.13%	-3.42%	-4.70	85 / 122	Q3
1Y	-5.65%	-1.10%	-4.55	85 / 120	Q3
2Y	+0.43%	+1.91%	-1.48	58 / 116	Q2
3Y	+9.47%	+13.77%	-4.30	82 / 112	Q3
4Y	+11.93%	+15.31%	-3.38	76 / 105	Q3
5Y	+9.22%	+11.66%	-2.45	72 / 104	Q3
7Y	+11.10%	+13.64%	-2.54	70 / 99	Q3
10Y	+11.55%	+11.50%	+0.05	52 / 93	Q3
Inception	+11.41%	+10.54%	+0.86	54 / 122	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.13%	-3.64%	-4.48	81 / 118
2025	+6.90%	+3.20%	+3.71	35 / 115
2024	+12.34%	+19.60%	-7.26	86 / 113
2023	+24.12%	+31.56%	-7.43	77 / 108
2022	-2.33%	+2.19%	-4.51	72 / 104
2021	+29.85%	+32.41%	-2.56	52 / 102
2020	+13.57%	+18.32%	-4.75	47 / 100
2019	+14.63%	+5.50%	+9.13	12 / 97
2018	+4.08%	-10.07%	+14.15	8 / 94
2017	+23.25%	+30.10%	-6.85	69 / 93
2016	+3.94%	-0.25%	+4.19	25 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.15%

226 windows

min -57.6% · max 116.6%

80% positive

3-Year rolling

+13.14%

202 windows

min -1.6% · max 32.3%

99% positive

5-Year rolling

+12.84%

178 windows

min 1.0% · max 23.5%

100% positive

7-Year rolling

+12.76%

153 windows

min 6.5% · max 21.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.84%

3-year · annualised

Sharpe ratio

0.28

vs risk-free 6.5%

Sortino ratio

0.49

Downside-only deviation

Max drawdown

-16.28%

Sep 2024 → Apr 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.4470	12 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.8218	12 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹72.5430	12 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5400	12 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.8871	12 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3398	12 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹66.8550	12 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.0700	12 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹383.0606	12 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹63.1800	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹231.9560
11 Jun 2026	₹226.9912
10 Jun 2026	₹228.2462
9 Jun 2026	₹228.3929
8 Jun 2026	₹225.7240
5 Jun 2026	₹228.4312
4 Jun 2026	₹228.5780
3 Jun 2026	₹228.5478
2 Jun 2026	₹229.6950
1 Jun 2026	₹228.8113

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of Magnum Equity Fund- Growth is ₹231.9560. It's a Sectoral/Thematic Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Magnum Equity Fund- Growth has NAV history starting from 27 Nov 2006, a track record of about 19 years 6 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Magnum Equity Fund- Growth is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Magnum Equity Fund- Growth has delivered a absolute return of -5.65% — -4.55 pp behind the Sectoral/Thematic Fund category average of -1.10%. The fund ranks #85 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Magnum Equity Fund- Growth has delivered a CAGR of 9.47% — -4.3 pp behind the Sectoral/Thematic Fund category average of 13.77%. The fund ranks #82 of 112 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Magnum Equity Fund- Growth has delivered a CAGR of 9.22% — -2.45 pp behind the Sectoral/Thematic Fund category average of 11.66%. The fund ranks #72 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Magnum Equity Fund- Growth exactly 10 years ago would be worth approximately ₹298,310 today — a multiplier of 2.98×, based on the 10-year CAGR of 11.55%. The category average over the same window would have grown ₹1 lakh to ₹296,912.

A ₹10,000 monthly SIP in Magnum Equity Fund- Growth over the last 5 years — total invested ₹600,000 — would be worth ₹712,649 today. That's an XIRR (money-weighted annualised return) of 6.81%.

A ₹10,000 monthly SIP for 10 years in Magnum Equity Fund- Growth = ₹1,200,000 invested. It would currently be worth ₹2,108,576 (multiplier 1.76×). XIRR: 10.85%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Magnum Equity Fund- Growth ranks #72 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.66%; this fund delivered 9.22%.

The worst peak-to-trough decline Magnum Equity Fund- Growth has experienced over the last 5-year window is 19.75% — its NAV fell from a high on 12 Nov 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Magnum Equity Fund- Growth averaged 12.84% (best 23.53%, worst 0.98%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Magnum Equity Fund- Growth returned 6.90% — beating the Sectoral/Thematic Fund category average of 3.20% by 3.71 pp. It ranked #35 of 115 in its category that year.

Magnum Equity Fund- Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Magnum Equity Fund- Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.7%. 5-year CAGR: 9.22%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.