• Mutual Funds
  • SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (Growth)

Formerly SBI Magnum Gilt Long Term PF 3yr Gr

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SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (Growth)

DebtGilt

31.1585

NAV (Jan 24)

9.4%
3 Year CAGR
Scripbox Opinion

Neutral

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,583 Cr. Large within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

31.1585

NAV (Jan 24)

Fund Returns

Last 1Y

3.2%

Last 3Y

9.4%

Last 5Y

7.1%

Last 10Y

9.4%

Since Inception

6.5%

6 Month CAGR

1.8%

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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).

Expense Ratio

0.95

Launched (19y ago)

Dec 01, 2003

AUM in Crores

3582.797

ISIN

INF200K01AH1

Lock-in

No Lock-in

Benchmark

CRISIL Dynamic Gilt TR INR

SIP Minimum

0

Lumpsum Min.

25000

Fund Managers
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Dinesh Ahuja

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

22.3%

19.9%

5.6%

7.2%

22.3%

%

4.8%

5.8%

4.8%

5.8%

growth

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Savings Fund (Growth)

Kotak Savings Fund (Growth)

Debt

Ultra Short

ICICI Prudential Savings Fund (Growth)

ICICI Prudential Savings Fund (Growth)

Debt

Low Duration

Tata Liquid Fund (Growth)

Tata Liquid Fund (Growth)

Debt

Liquid

SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (G) Review

SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (G) is a Gilt Debt fund and has delivered an annualised return of 6.5% over a period of 18 years. The fund was previously known as SBI Magnum Gilt Long Term PF 3yr Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Dinesh Ahuja.

Nav of SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (G) as of 24/01/2022 is ₹31.16 with the total AUM as of 25/01/2022 is ₹3582.797. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Gilt Fund PF Plan Fixed Period 3 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 3 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 3 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 CRISIL Dynamic Gilt TR INR.

SBI Magnum Gilt Fund PF Plan Fixed Period 3 year (G) is rated as a 3 fund in Debt and delivered 3.2% 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 3 year (G).

Frequently Asked Questions

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