Click here for top ranked funds in gilt mutual funds.
However, Scripbox does not recommend investing in gilt mutual funds.
Gilt Funds are mandated to invest a minimum of 80% of their total assets in Government Securities.
Such a strategy results in a very high credit quality of the fund.
Gilt Funds tend to take a large exposure to long dated instruments making them highly volatile when interest rate changes.We do not recommend funds in this category since we believe that the high volatility of the category is not suited for individual investors.
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Historical NAV
₹
NAV (Sep 4)
Fund Returns
Last 1Y
12.5%
Last 3Y
12.3%
Last 5Y
11.1%
Last 10Y
7.4%
Since Inception
6.2%
6 Month CAGR
9.3%
Scheme Information
Investment Objective
To provide returns to the investors generated through investments in Government securities issued by the Central Government and/or State Government(s).
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
SBI Funds Management Private Limited manages assets worth 438,987 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)
About SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is a Gilt Debt fund and has delivered an annualised return of 6.2% over a period of 17 years. The fund was previously known as SBI Magnum Gilt Long Term PF 1yr Gr . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Dinesh Ahuja
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Investment Objective
To provide returns to the investors generated through investments in Government securities issued by the Central Government and/or State Government(s). . However, there is no assurance that the objective of the scheme will be realized.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) NAV,AUM,Risk
The SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) fund was launched on Dec 01, 2003. The NAV (Net Asset Value) of this Gilt Debt fund as of 2017-09-04 is ₹0.00. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹3650.296. The category risk of the SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) fund is Moderate Risk. The fund charges 0.95 % as expense ratio.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Holdings
The fund’s highest allocation is towards Debt and has invested 90.6% in this asset class. The top three holdings of the fund are , 6.10% govt stock 2031 , govt stock , 6.76% govt stock 2061 , treps , 6.64% govt stock 2035 , 6.79% govt stock 2027 , 6.67% govt stock 2035 , 6.45% govt stock 2029 , net receivable / payable , 6.67% govt stock 2050 , 91 dtb 30092021 , 6.97% govt stock 2026 , 91 dtb 25112021
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 25000.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Gilt TR INR.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Review
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) has a score of 3 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) has a score of 4out of 5
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
