• Mutual Funds
  • SBI Mutual Fund
  • SBI Magnum Low Duration Fund (Growth)

Formerly SBI Ultra Short Term Debt Reg Gr

SBI Mutual Fund

SBI Magnum Low Duration Fund (Growth)

DebtLow Duration

2887.5425

NAV (Sep 28)

4.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in low duration mutual funds.

Low duration 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 8,526 Cr

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

View all 8 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

2887.5425

NAV (Sep 28)

Fund Returns

Last 1Y

3.1%

Last 3Y

4.7%

Last 5Y

5.9%

Last 10Y

7.2%

Since Inception

NA

6 Month CAGR

1.5%

Scheme Information

Investment Objective

To provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.

Expense Ratio

0.96

Launched (15y ago)

Jul 27, 2007

AUM in Crores

8525.821

ISIN

INF200K01MO2

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Rajeev Radhakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-09-28

Top Debt Holdings

vedanta limited

5.7%
5.7%

air india assets holding limited

4%
4%

tvs credit services limited

3.5%
3.5%

nabha power limited

3.5%
3.5%

cholamandalam investment and fin. co. ltd

3.5%
3.5%
See all holdings

Compare SBI Magnum Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 48,600 cr

₹ 15,110 cr

₹ 15,466 cr

₹ 15,116 cr

₹ 48,600 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 475,951 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    16%

    18.9%

    6.3%

    6.8%

    3.6%

    6.5%

    20.2%

    17.4%

    14.5%

    11.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI Magnum Low Duration Fund (G) Review

    SBI Magnum Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of null% over a period of 15 years. The fund was previously known as SBI Ultra Short Term Debt Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Rajeev Radhakrishnan.

    Nav of SBI Magnum Low Duration Fund (G) as of 9/28/2022 is ₹2887.54 with the total AUM as of 9/29/2022 is ₹8525.821. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Low Duration Fund (G) was launched on Jul 27, 2007. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for SBI Magnum Low Duration Fund (G) is ₹1000 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    SBI Magnum Low Duration Fund (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 Low Duration Debt TR INR.

    SBI Magnum Low Duration Fund (G) is rated as a 3 fund in Debt and delivered 3.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Low Duration Fund (G).

    Frequently Asked Questions

    What is SBI Magnum Low Duration Fund (G)?

    SBI Magnum Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Magnum Low Duration Fund (G)?

    You can invest in SBI Magnum Low Duration Fund (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 Low Duration Fund (G)?

    The minimum sip amount for SBI Magnum Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Magnum Low Duration Fund (G) good to invest in?

    As per Scripbox experts, SBI Magnum Low Duration Fund (G) is a Neutral fund. You can investSBI Magnum Low Duration Fund (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 Low Duration Fund (G)?

    The expense ratio of the SBI Magnum Low Duration Fund (G) is 0.96% for regular plan.