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- SBI Mutual Fund
- SBI Magnum Low Duration Fund Institutional (Growth)
Formerly SBI Ultra Short Term Debt Instl Gr
SBI Magnum Low Duration Fund Institutional (Growth)
₹ 2972.7095
NAV (Dec 02)
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.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
air india assets holding limited
5.2%bharti airtel limited (formerly bharti tele-ventures limited)
3.9%hdfc bank limited
3.8%7.16% govt stock 2023
3.8%tata teleservices limited
3.3%Compare SBI Magnum Low Duration Fund Institutional (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.