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  • SBI Magnum Low Duration Fund Institutional (Growth)

Formerly SBI Ultra Short Term Debt Instl Gr

SBI Mutual Fund

SBI Magnum Low Duration Fund Institutional (Growth)

DebtLow Duration

2972.7095

NAV (Dec 02)

4.6%
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

Category Leader

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

Rolling Returns

Satisfactory

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

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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

2972.7095

NAV (Dec 2)

Fund Returns

Last 1Y

3.8%

Last 3Y

4.6%

Last 5Y

5.9%

Last 10Y

7.2%

Since Inception

7.3%

6 Month CAGR

2.5%

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 19, 2007

AUM in Crores

7568.352

ISIN

INF200K01MG8

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0.8

Standard Deviation (5yr)

0.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.405

Sharpe Ratio (5yr)

1.016

YTM

7.39

Fund Managers

Rajeev Radhakrishnan

Fund Manager

Mohit Jain

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 2022-12-02

Top Debt Holdings

air india assets holding limited

5.2%
5.2%

bharti airtel limited (formerly bharti tele-ventures limited)

3.9%
3.9%

hdfc bank limited

3.8%
3.8%

7.16% govt stock 2023

3.8%
3.8%

tata teleservices limited

3.3%
3.3%
See all holdings

Compare SBI Magnum Low Duration Fund Institutional (Growth)

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

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 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

    15.8%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.8%

    17.7%

    16.6%

    11.8%

    SBI Magnum Low Duration Fund Institutional (G) Review

    SBI Magnum Low Duration Fund Institutional (G) is a Low Duration Debt fund and has delivered an annualised return of 7.3% over a period of 15 years. The fund was previously known as SBI Ultra Short Term Debt Instl Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Rajeev Radhakrishnan.

    Nav of SBI Magnum Low Duration Fund Institutional (G) as of 12/2/2022 is ₹2972.71 with the total AUM as of 12/4/2022 is ₹7568.352. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Low Duration Fund Institutional (G) was launched on Jul 19, 2007. The category risk of the fund is Moderate Risk.

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

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

    SBI Magnum Low Duration Fund Institutional (G) is rated as a 3 fund in Debt and delivered 3.8% 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 Institutional (G).

    Frequently Asked Questions

    What is SBI Magnum Low Duration Fund Institutional (G)?

    SBI Magnum Low Duration Fund Institutional (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 Institutional (G)?

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

    The minimum sip amount for SBI Magnum Low Duration Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.

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

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

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