INVESTMENT UPDATE Report As on 31St May 2021 INDEX Content Category No
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INVESTMENT UPDATE Report as on 31st May 2021 INDEX Content Category No. From the Managing Director’s Desk 04 ...................................................................................................................................................................... Market Overview 05 ...................................................................................................................................................................... From the Chief Business Officer's Desk 08 ...................................................................................................................................................................... Snapshot of Equity Funds & Other Categories 09 ...................................................................................................................................................................... SBI Blue Chip Fund Equity - Large Cap 12 ...................................................................................................................................................................... SBI Magnum Equity ESG Fund (Previously known as SBI Magnum Equity Fund) Equity - Thematic Fund 13 ...................................................................................................................................................................... SBI Flexicap Fund 14 (Previously known as SBI Magnum Multicap Fund) Equity - Flexicap Fund ...................................................................................................................................................................... SBI Contra Fund Equity - Contra Fund 15 ...................................................................................................................................................................... SBI Large & Midcap Fund 16 (Previously known as SBI Magnum Multiplier Fund) Equity - Large & Mid Cap Fund ...................................................................................................................................................................... SBI Focused Equity Fund 17 (Previously known as SBI Emerging Businesses Fund) Equity - Focused Fund ...................................................................................................................................................................... SBI Magnum MidCap Fund Equity - Mid Cap Fund 18 ...................................................................................................................................................................... SBI Magnum Global Fund Equity - Thematic Fund 19 ...................................................................................................................................................................... SBI Small Cap Fund 20 (Previously known as SBI Small & Midcap Fund) Equity - Small Cap Fund ...................................................................................................................................................................... SBI Long Term Equity Fund 21 (Previously known as SBI Magnum Taxgain Scheme) Equity - ELSS ...................................................................................................................................................................... SBI Healthcare Opportunities Fund 22 (Previously known as SBI Pharma Fund) Equity - Sectoral Fund ...................................................................................................................................................................... SBI Banking And Financial Services Fund Equity - Sectoral Fund 23 ...................................................................................................................................................................... SBI PSU Fund Equity - Sectoral Fund 24 ...................................................................................................................................................................... SBI Magnum Comma Fund Equity - Sectoral Fund 25 ...................................................................................................................................................................... SBI Infrastructure Fund Equity - Sectoral Fund 26 ...................................................................................................................................................................... SBI Consumption Opportunities Fund 27 (Previously known as SBI FMCG Fund) Equity - Thematic ...................................................................................................................................................................... SBI Technology Opportunities Fund 28 (Previously known as SBI IT Fund) Equity - Sectoral Fund ...................................................................................................................................................................... SBI Equity Minimum Variance Fund Equity - Thematic 29 ...................................................................................................................................................................... 30 ...............................................................................................................................SBI Gold Fund Fund of Funds ....................................... SBI International Access - US Equity FoF Fund of Funds 31 ...................................................................................................................................................................... SBI Nifty Index Fund Index Fund 32 ...................................................................................................................................................................... Snapshot of Hybrid Funds & Solution Oriented Scheme 33 ...................................................................................................................................................................... SBI Equity Hybrid Fund 35 (Previously known as SBI Magnum Balanced Fund) Hybrid - Aggressive Hybrid Fund ...................................................................................................................................................................... SBI Dynamic Asset Allocation Fund Hybrid - Dynamic Asset Allocation Fund 36 ...................................................................................................................................................................... SBI Debt Hybrid Fund 37 (Previously known as SBI Magnum Monthly Income Plan) Hybrid - Conservative Hybrid Fund ...................................................................................................................................................................... SBI Multi Asset Allocation Fund (Previously known as SBI Magnum Monthly 38 Income Plan - Floater) Hybrid - Multi Asset Allocation Fund INDEX Content Category No. SBI Magnum Children's Benefit Fund - Savings Plan 39 (Previously known as SBI Magnum Children's Benefit Fund) Solutions Oriented Scheme - Children’s Fund ...................................................................................................................................................................... SBI Equity Savings Fund Hybrid - Equity Savings Fund 40 ...................................................................................................................................................................... SBI Arbitrage Opportunities Fund Hybrid - Arbitrage Fund 41 ...................................................................................................................................................................... SBI Magnum Children’s Benefit Fund – Investment Plan Solutions Oriented Scheme - Children’s Fund 42 ...................................................................................................................................................................... SBI Retirement Benefit Fund – Aggressive Plan Solutions Oriented Scheme - Retirement Fund 43 ........................................................................................................................................................................ SBI Retirement Benefit Fund – Aggressive Hybrid Plan Solutions Oriented Scheme - Retirement Fund 44 ...................................................................................................................................................................... SBI Retirement Benefit Fund – Conservative Hybrid Plan Solutions Oriented Scheme - Retirement Fund 45 ...................................................................................................................................................................... SBI Retirement Benefit Fund – Conservative Plan Solutions Oriented Scheme - Retirement Fund 46 ...................................................................................................................................................................... Snapshot of Debt Funds & Other Categories 47 ...................................................................................................................................................................... SBI Magnum Gilt Fund 49 (Previously known as SBI Magnum Gilt Fund - Long Term Plan) Debt - Gilt Fund ...................................................................................................................................................................... SBI Magnum Income Fund Debt - Medium