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NAV History Comparison

Sector Allocation Comparison

Metric
SBI Magnum Global Direct Plan Growth

SBI Mutual Fund

Equity Thematic
Tata Ethical Direct Plan Growth

Tata Mutual Fund

Equity Thematic
Tata India Innovation Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 249.55 (21-Apr-2025) ₹ 380.19 (21-Apr-2025) ₹ 418.3 (21-Apr-2025) ₹ 9.15 (21-Apr-2025)
Fund Size 5433.25 5973.35 3216.02 1620.54
Expense Ratio (%) 1.35 1.23 0.68 0.48
Risk Very High Very High Very High Very High
Min Investment (₹) 1000 5000 5000 5000
Min SIP (₹) 500 500 100 100
Exit Load Exit load of 1% if redeemed within 1 year Exit load of 1% if redeemed within 12 months. Exit load of 0.50% if redeemed within 90 days. Exit load of 1% if redeemed within 90 days.
Returns
1Y Return (%) 10.91 4.09 4.66 N/A
3Y Return (%) 12.93 10.17 10.96 N/A
5Y Return (%) 22.99 17.3 22.56 N/A
Top Holdings
Top 10 Holdings
HDFC Bank Ltd.
9.31%
ICICI Bank Ltd.
8.15%
Infosys Ltd.
5.52%
Larsen & Toubro Ltd.
4.7%
Axis Bank Ltd.
4.64%
Kotak Mahindra Bank Ltd.
4.13%
Tata Consultancy Services Ltd.
3.86%
Ultratech Cement Ltd.
3.71%
Maruti Suzuki India Ltd.
3.46%
State Bank of India
3.45%
Hindustan Unilever Ltd.
5.29%
Abbott India Ltd.
5.14%
Maruti Suzuki India Ltd.
4.82%
Procter & Gamble Hygiene and Health Care Ltd.
4.78%
United Breweries Ltd.
4.69%
Divi's Laboratories Ltd.
4.54%
Garware Technical Fibres Ltd.
4.45%
AIA Engineering Ltd.
4.43%
Sun Pharmaceutical Industries Ltd.
4.36%
Infosys Ltd.
4.31%
Tata Consultancy Services Ltd.
5.92%
Hindustan Unilever Ltd.
4.0%
HCL Technologies Ltd.
3.62%
SRF Ltd.
3.33%
Bharat Petroleum Corporation Ltd.
3.03%
Ultratech Cement Ltd.
2.94%
Shree Cement Ltd.
2.76%
Cummins India Ltd.
2.49%
Alkem Laboratories Ltd.
2.28%
Tech Mahindra Ltd.
2.14%
Amber Enterprises India Ltd.
5.01%
Axis Bank Ltd.
3.71%
PB Fintech Ltd.
3.48%
ICICI Bank Ltd.
3.48%
Tech Mahindra Ltd.
3.47%
Eternal Ltd.
3.47%
Tata Consultancy Services Ltd.
3.45%
Bharti Airtel Ltd.
3.36%
HDFC Bank Ltd.
2.97%
Infosys Ltd.
2.91%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 01-Jan-2013 28-Nov-2024
Fund Manager Rohit Shimpi, Pradeep Kesavan Rama Iyer Srinivasan, Tanmaya Desai, Pradeep Kesavan Abhinav Sharma Hasmukh Vishariya
Custodian Name SBI SG Global Securities Services Pvt.Ltd. Stock Holding Corp. of India Ltd. Standard Chartered Bank N/A
RTA Name Cams Cams Cams Cams
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.camsonline.com