SBI Magnum Equity Esg Fund
Institution · data to Mar 2024
Disclosed value
₹10,065 Cr
Mar 2024 closes
At current prices
…
Current holdings
4
Tracked since
Jun 2018
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Mar 2024)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Power Grid Corporation of India Ltd | 2.21% | NEW | ₹5,702 Cr |
| Sona BLW Precision Forgings Ltd | 5.87% | 0.02 | ₹2,429 Cr |
| Cholamandalam Investment & Finance Company Ltd | 1.57% | NEW | ₹1,525 Cr |
| Brigade Enterprises Ltd | 2.53% | 0.08 | ₹409 Cr |
Portfolio Summary
Mar 2024As of Mar 2024, SBI Magnum Equity Esg Fund — an institution tracked through public shareholding filings — disclosed 4 holdings in Indian listed companies worth ₹10,065 crore. The same holdings-at-filing-value basis put it at ₹15,138 crore in Dec 2023 (−33.5%). Solomo carries these filings back to Jun 2018.
Largest disclosed positions in Mar 2024: Power Grid Corporation of India Ltd (POWERGRID — 2.21% of the company, ₹5,702 crore); Sona BLW Precision Forgings Ltd (SONACOMS — 5.87% of the company, ₹2,429 crore); Cholamandalam Investment & Finance Company Ltd (CHOLAFIN — 1.57% of the company, ₹1,525 crore); Brigade Enterprises Ltd (BRIGADE — 2.53% of the company, ₹409 crore).
Changes in the Mar 2024 filings: newly disclosed — Power Grid Corporation of India Ltd, Cholamandalam Investment & Finance Company Ltd. Stake reduced in Brigade Enterprises Ltd (−0.08 pp). No longer disclosed after the previous quarter: Maruti Suzuki India Ltd, UltraTech Cement Ltd, Britannia Industries Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.
| Quarter | Disclosed value | Change |
|---|---|---|
| Mar 2024 | ₹10,065 Cr | −33.5% |
| Dec 2023 | ₹15,138 Cr | +140.5% |
| Sep 2023 | ₹6,294 Cr | −56% |
| Jun 2023 | ₹14,291 Cr | −7.1% |
| Mar 2023 | ₹15,391 Cr | +404.4% |
| Dec 2022 | ₹3,052 Cr | −87.4% |
| Sep 2022 | ₹24,198 Cr | +32.8% |
| Jun 2022 | ₹18,223 Cr | −33.2% |