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: 10.22%.

SBI

Magnum Equity Fund- Growth

Latest NAV

₹240.6682

As of

17 Jul 2026

4,821 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

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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	+0.73%	-0.07%	+0.81	14 / 122	Q1
1W	+0.77%	-0.15%	+0.92	13 / 122	Q1
2W	+0.71%	-0.13%	+0.85	18 / 122	Q1
1M	+1.86%	+1.33%	+0.52	52 / 122	Q2
3M	+1.93%	+3.32%	-1.40	73 / 122	Q3
6M	-1.33%	+2.87%	-4.19	91 / 122	Q3
YTD	-2.59%	+1.43%	-4.02	84 / 122	Q3
1Y	+0.03%	+2.53%	-2.50	75 / 120	Q3
2Y	+0.56%	+1.69%	-1.13	57 / 116	Q2
3Y	+9.82%	+13.72%	-3.90	86 / 114	Q4
4Y	+12.00%	+15.46%	-3.45	76 / 106	Q3
5Y	+10.22%	+12.16%	-1.95	66 / 104	Q3
7Y	+12.70%	+15.00%	-2.30	71 / 99	Q3
10Y	+11.67%	+11.50%	+0.17	51 / 93	Q3
Inception	+11.68%	+11.17%	+0.51	56 / 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	-2.59%	+1.37%	-3.96	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

+14.16%

228 windows

min -55.4% · max 110.2%

80% positive

3-Year rolling

+13.13%

203 windows

min -2.7% · max 32.9%

98% positive

5-Year rolling

+12.79%

179 windows

min 0.4% · max 23.0%

100% positive

7-Year rolling

+12.75%

155 windows

min 6.9% · max 20.8%

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

12.64%

3-year · annualised

Sharpe ratio

0.30

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	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹240.6682
16 Jul 2026	₹238.9144
15 Jul 2026	₹238.7342
14 Jul 2026	₹237.1857
13 Jul 2026	₹239.0147
10 Jul 2026	₹238.8344
9 Jul 2026	₹235.8132
8 Jul 2026	₹234.8513
7 Jul 2026	₹240.0436
6 Jul 2026	₹240.2725

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 17 Jul 2026, the NAV of Magnum Equity Fund- Growth is ₹240.6682. 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 7 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 0.03% — -2.5 pp behind the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #75 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Magnum Equity Fund- Growth has delivered a CAGR of 9.82% — -3.9 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #86 of 114 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Magnum Equity Fund- Growth has delivered a CAGR of 10.22% — -1.95 pp behind the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #66 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 ₹301,559 today — a multiplier of 3.02×, based on the 10-year CAGR of 11.67%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Magnum Equity Fund- Growth over the last 5 years — total invested ₹600,000 — would be worth ₹748,128 today. That's an XIRR (money-weighted annualised return) of 8.76%.

A ₹10,000 monthly SIP for 10 years in Magnum Equity Fund- Growth = ₹1,200,000 invested. It would currently be worth ₹2,213,553 (multiplier 1.84×). XIRR: 11.77%. 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 #66 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 12.16%; this fund delivered 10.22%.

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 12.79% (best 23.02%, worst 0.44%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — 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: 10.22%.

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