2. *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labeling
This product is suitable for investors
who are seeking*:
Riskometer
 Long term capital appreciation.
 Investments in high growth companies
along with the liquidity of an open-ended
scheme through investments primarily in
equities.

3. Introduction
WHY LARGE CAP?
INVESTMENT MANAGEMENT PROCESS
SBI MAGNUM EQUITY FUND
CURRENT PORTFOLIO HOLDING
FUND STATISTICS
SYNOPSIS
PERFORMANCE
FUND MANAGER BIOGRAPHIES

4. Why Large Cap?
 Large caps are generally more consistent & stable
compared to small caps.
 While they may not generate aggressive returns , one
may not see large declines in them either
Source: Bloomberg
Past performance may or may not be sustained in future
Data as on 31.08.2017
In a downward trending market, large caps tend to
outperform mid and small caps
 Large caps generally recover faster than small and mid
cap stocks
-50%
0%
50%
100%
150%
2009 2010 2011 2012 2013 2014 2015 2016 2017
Annual Returns
S&P BSE Large Cap S&P BSE Mid Cap S&P BSE Small Cap
80
100
120
140
160
180
200
220
240
Jan/14
Mar/14
Jun/14
Sep/14
Nov/14
Feb/15
May/15
Jul/15
Oct/15
Jan/16
Mar/16
Jun/16
Sep/16
Dec/16
Feb/17
May/17
Aug/17
Re-basedto100
S&P BSE Large Cap S&P BSE Mid Cap S&P BSE Small Cap

5. Investment Management Process
Stock Universe
Quant Screening
Investment Universe
Fundamental analysis
Fund Mandate Risk Controls
Portfolio
A robust investment management process for portfolio construction to provide diversification as
well as maintain a balance of risk: return

6. SBI Magnum Equity Fund
Macro Outlook
Sector
Allocation
Stock Selection
TOP DOWN APPROACH STYLE BOX
FUND FEATURES
Growth Blend Value
Large
Mid
Small
Source: CRISIL Fund Analyser.
Risk Free rate : Overnight Mumbai Interbank Outright Rate (5.96% as on 31/Aug/2017).
Basis for Ration Calculation : 3 Years Daily Data Points
QUANTITATIVE ANALYSIS
Standard deviation 13.2%
Beta# 0.92
Sharpe ratio# 0.44
Total expense ratio
(Regular)
2.09%
Total expense ratio
(Direct)
1.50%
Fund Philosophy
• Currently a focused large cap fund
• A concentrated portfolio, investing in 25 to 40 stocks, yet offering adequate diversification benefit
• Follows a top-down approach for investment, starting with analyzing the broader economic outlook, then
identifying the sectors & eventually narrowing down to stock selection

7. SBI Magnum Equity Fund: Portfolio Holdings
Data as on 31.08.2017
Top Sectors (%) Top 10 Holdings
Stock Name % of Total AUM
HDFC BANK LTD. 9.22
HOUSING DEVELOPMENT FINANCE CORPORATION
LTD.
7.55
ICICI BANK LTD. 7.17
BHARTI AIRTEL LTD. 5.45
RELIANCE INDUSTRIES LTD. 5.27
STATE BANK OF INDIA 5.24
KOTAK MAHINDRA BANK LTD. 5.07
LARSEN & TOUBRO LTD. 4.13
HCL TECHNOLOGIES LTD. 4.08
ITC LTD. 4.00
38.81
10.84
10.07
7.67
5.52
5.45
4.84
4.13
3.74
3.05
2.32
1.95
1.94
FINANCIAL SERVICES
ENERGY
IT
CONSUMER GOODS
SERVICES
TELECOM
AUTOMOBILE
CONSTRUCTION
PHARMA
CCIL-CLEARING CORPORATION…
METALS
FERTILISERS & PESTICIDES
MEDIA & ENTERTAINMENT

8. Record Date
Dividend
(in Rs./ Unit)
NAV
(on the day of declaration
of dividend)
30-May-17 (Regular Plan) 2.00 30.8936
30-May-17 (Direct Plan) 2.50 36.5027
29-Apr-16 (Regular Plan) 4.50 27.48
29-Apr-16 (Direct Plan) 5.00 32.32
24-Apr-15 (Regular Plan) 6.00 31.75
24-Apr-15 (Direct Plan) 7.00 36.76
02-May-14 (Regular Plan) 4.00 27.88
14-Dec-12 4.00 32.22
28-Jan-11 3.50 28.44
31-Dec-09 5.00 29.27
07-Nov-07 5.00 36.61
Fund Statistics
FUND MANAGER Mr. R. SRINIVASAN
INCEPTION DATE JAN 01, 1991
BENCHMARK NIFTY 50 Index
Past performance may not be sustained in the future. Pursuant to payment of dividend, the NAV of Dividend option of scheme/plan
would fall to the extent of payout and statutory levy, if applicable.
Face Value Rs. 10/-
Dividend History

9. Synopsis
Large caps are relatively consistent & stable compared to mid & small cap
SBI Magnum Equity Fund backed by robust investment management process
SBI Magnum Equity Fund: focused large cap fund investing into 25-40 stocks
Follows a top-down approach of investing

10. • Mr. Navneet Munot
Navneet joined SBIFM as Chief Investment Officer in 2008. In his role Navneet is responsible for
overseeing investments across asset classes worth over $29.10 billion. His prior stint was with
Morgan Stanley Investment Management as Executive Director and head- multi strategy boutique.
Prior to that, Navneet was the Chief Investment Officer - Fixed Income and Hybrid Funds at Birla
Sun Life Asset Management Company Ltd. Navneet had been associated with the financial services
business of the Birla group for 14 years and worked in various areas such as fixed income, equities
and foreign exchange.
Navneet holds masters in accountancy and business statistics from the University of Ajmer and is a
Chartered Accountant from ICAI. He is a charter holder of the CFA Institute USA and CAIA Institute
USA. He is also an FRM charter holder of Global Association of Risk professionals (GARP).
• Mr. R. Srinivasan
Mr. Srinivasan joined SBI Funds Management as a Senior Fund Manager in May 2009, now heads
equities and also directly manages a few funds. He has an experience of nearly 20 years in capital
markets having worked with FCH, Principal PNB, Oppenheimer & Co, Indosuez WI Carr and Motilal
Oswal, among others. Srinivasan is a post graduate in commerce and has done his MFM from the
University of Bombay.
Biographies

11. SBI Funds Management
63% 37%
 India’s premier and largest bank with over 200
years experience (Estd: 1806)
 Asset base of USD 465bn*
 Pan-India network of ~23,737 branches and
59,108 ATM’s as at end of December 2016
 Servicing over 299 million customers
 Only Indian bank in Fortune 500 list; ranked
among the top 100 banks in the world
 Global leader in asset management
 Backed by Credit Agricole and Amundi, the parent
company of Amundi Asset Management listed in
Euronext Paris
 More than 2,000 institutional clients and
distributors in 30 countries
 Over 100 million retail clients via its partner
networks
 USD 1083 bn AuM as at end of December 2016
 Ranking No 1 in Europe, Top 10 worldwide #
*Source: SBI Analyst Presentation as on end December 2016. USD 1 = INR 67.95
# Source : Amundi website as on end DEcember 2016

12. SBI Funds Management: India’s First Bank Sponsored Funds
A leading asset manager in India
Broad
Investor
Base
AUM
USD 14.09 bn
Wide
Distribution
Network
Experienced
Investment
Team
Extensive
Product
Range
Broad
Investor
Base
AAUM
Rs. 1,68,816 crs
Wide
Distribution
Network
Experienced
Investment
Team
Extensive
Product
Range
 INR 1,68,816 Crores* AAUM in mutual funds
 Asset management across mutual funds, segregated managed
accounts, domestic advisory & offshore advisory business
 Multiple asset classes ranging from equities and debt, money
market to ETFs and structured funds
 Investment team of 35 professionals with strong track record
 Broad customer base with ~ 5.10 million folios related to
individual, corporate and institutional investors
* Quarterly average June 2017

13. SBIFM: A Complete Framework
Expertise
Highly experienced
team
Strong industry
relations
Complete in-house
research
Processes
Structured &
Disciplined
Rigorous investment
templates
Agility with Flexibility
Risk
Management
Six member team
Coherent monitoring
Group
Advantage
25 years of experience
Both domestic and
international strengths
Investors trust

14. Disclaimer
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This presentation is for information purposes only and is not an offer to sell or a solicitation to buy any mutual fund
units/securities. The views expressed herein are based on the basis of internal data, publicly available information &
other sources believed to be reliable. Any calculations made are approximations meant as guidelines only, which need to
be confirmed before relying on them. These views alone are not sufficient and should not be used for the development
or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions
and estimates included here constitute our view as of this date and are subject to change without notice. Neither SBI
Funds Management Private Limited, SBI Mutual Fund nor any person connected with it, accepts any liability arising from
the use of this information. The recipient of this material should rely on their investigations and take their own
professional advice