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BIRLA SUNLIFE MUTUAL FUND
 
 
SBI MUTUAL FUND
 
 
 
 
 
 
 
 
  SBI
 
SCHEMES
INVESTMENT OBJECTIVES
 
Magnum Balanced Fund
To provide investors long term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.
 
Magnum Index Fund
The scheme will invest in stocks comprising the S&P CNX Nifty index in the same proportion as their weightage in the index with the objective of achieving returns equivalent to the Total Return index of S&P CNX Nifty index by minimizing the performance difference between the benchmark index and the scheme. The total returns index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks. The scheme will adopt a passive investment approach.
 
Magnum Equity Fund
To provide investors long term capital appreciation along with the liquidity of an open-ended scheme. The scheme will invest in a diversification portfolio of equities of high growth companies primarily in equities and the balance in debt and money market instruments.
     
   
Magnum Multiplier plus1993
To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme. The scheme will invest in a diversified portfolio of equities of high growth companies, debt and money market instruments.
 
   
Magnum Global Fund
To provide investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and in Bonds.
 
   
Magnum Midcap Fund
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of companies whose market capitalization is between Rs. 200 crores to Rs. 2000 crores and in debt and money market instruments
 
   
Magnum Taxgain Scheme
The prime objective of scheme is to deliver the benefit of investment in a portfolio of equity shares, while offering tax rebate on such investments made in the scheme under section 80C of the Income-tax Act, 1961. It Also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 yrs from the date of investment to avail section 80C benefits.
 
   
Magnum Sector Funds Umbrella
To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz, information technology, pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses
 
   
Magnum Comma Fund
To generate opportunities fro growth along with possibility of consistent  returns by investing predominantly in  a portfolio of stocks of companies engaged in the commodity business within the following sectors –Oil & Gas, Metal, materials & Agriculture and in debt & money market instruments.
 
   
Magnum Multicap Fund
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire  market capitalization spectrum an din debt and money market instruments.
 
   
SBI Bluechip Fund
To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is atleast equal to or more than the least market capitalized stock of BSE 100 index.
 
   
Magnum NRI investment Fund-Flexi Asset Plan
To provide attractive returns to the Magnum holders either through periodic dividends or through capital appreciation through an actively managed portfolio of debt, equity and money market instruments.
 
 
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