- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (Growth)
Formerly SBI Magnum Gilt Long Term PF 1yr Gr
Gilt funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
To provide returns to the investors generated through investments in Government securities issued by the Central Government and/or State Government(s).
Expense Ratio | 0.95 |
Launched (20y ago) | Dec 01, 2003 |
AUM in Crores | 7792.067 |
ISIN | INF200K01AB4 |
Lock-in | No Lock-in |
Benchmark | Nifty All Duration G-Sec Index PR INR |
SIP Minimum | 0 |
Lumpsum Min. | 25000 |
Standard Deviation (3yr) | 4.5 |
Standard Deviation (5yr) | 4.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.734 |
Sharpe Ratio (5yr) | 0.578 |
YTM | 7.51 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (Growth) | 9,62,096 | 2,29,484 | 11.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
7.38% govt stock 2027
22.5%7.18% govt stock 2033
21.3%7.1% govt stock 2029
12.1%7.26% govt stock 2033
8.5%treps
6.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.5% | ||
23.3% | 17.7% | ||
17.7% | 12% | ||
28.5% | 16.2% | ||
4.9% | 6.9% |
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) Review
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 20 years. The fund was previously known as SBI Magnum Gilt Long Term PF 1yr Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Ahuja, Rajeev Radhakrishnan, Tejas Soman.
Nav of SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) as of 9/4/2017 is ₹0.00 with the total AUM as of 12/7/2023 is ₹7792.067. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) was launched on Dec 01, 2003. The category risk of the fund is Moderate Risk.
The minimum SIP amount for SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) 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 Nifty All Duration G-Sec Index PR INR.
SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is rated as a 3 fund in Debt and delivered 12.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G).
Frequently Asked Questions
What is SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)?
How to invest in SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)?
You can invest in SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)?
The minimum sip amount for SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is ₹0. You can invest in multiples of ₹25000.
Is SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) good to invest in?
As per Scripbox experts, SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is a Neutral fund. You can investSBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G)?
The expense ratio of the SBI Magnum Gilt Fund PF Plan Fixed Period 1 year (G) is 0.95% for regular plan.