Mutual Funds – SBI Magnum Multiplier Plus &Franklin India Opportunities Fund

SBI Magnum Multiplier Plus

SBI Magnum Multiplier

It is an open ended equity diversified fund by SBI Mutual Fund. Asset size of the fund is Rs 1,112.47 (Sep-30-2011). Fund started on 1 March 1993. Rs 1000 is the minimum investment. Jayesh Shroff is the fund manager. Fund’s one year return is (-24.7) %. Nifty’s one year return is (-22.7) %. 2008 was a terrible year for global capital markets. Nifty gave a negative return of 51% in the year. Fund also gave a negative return of 55.3% in that period. 2009 was a terrific year for Indian capital markets. Nifty gave 75% return in the year. Fund gave 84% return in that period. Fund gave 12.9% and 8% annualized return in the last three and five years respectively.

Nestle India, Blue Dart Express, ICICI Bank, Lupin, Tata Consultancy Services, Mahindra & Mahindra. Bharti Airtel, Jubilant Foodworks, Federal Bank, ITC, Thermax and Escorts are the top holding of the fund. Banking/Finance, Automotive and Pharmaceuticals are the main sectors preferred by the fund. 90.16% of amount is invested in equities. 52 week high and low of NAV is Rs 91.13 and Rs 69.44 respectively. NAV of the fund closed at Rs 71.110 (17 November 2011).

 

Franklin India Opportunities Fund

franklin india oppertunity funds

It is an open ended equity diversified fund by Franklin Templeton Mutual Fund. Asset size of the fund is Rs 363.24 (Sep-30-2011). Fund started on 19 February 2000. Rs 5000 is the minimum investment. Fund’s one year return is (-23.1) %. Nifty’s one year return is (-22.7) %. 2008 was a horrible year for global capital markets. Nifty gave a negative return of 51% in the year. Fund also gave a negative return of 58.1% in that period. 2009 was a brilliant year for Indian capital markets. Nifty gave 75% return in the year. Fund gave 69.8% return in that period. Fund gave 9% and 2.7% annualized return in the last three and five years respectively.

Reliance Industries, Larsen & Toubro, Infosys, ICICI Bank, ITC, HDFC Bank, Housing Development Finance Corporation, Tata Consultancy Services, Idea Cellular, Bharti Airtel, Tata Motors and CESC are the top holdings of the fund. Banking/Finance, Oil & Gas and Technology are the important sectors preferred by the fund. 97.32% of amount is invested in equities. 52 week high and low of NAV is Rs 34.39 and Rs 26.94 respectively. NAV of the fund closed at Rs 28.233 (17 November 2011).

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

More in Mutual Funds (20 of 49 articles)