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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

Top Ranked

2906.8558

NAV (Jun 28)

5.1%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

10,545 Cr. Category leader in size

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

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

Invest in this fund

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

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

2906.8558

NAV (Jun 28)

Fund Returns

Last 1Y

3%

Last 3Y

5.1%

Last 5Y

6%

Last 10Y

7.3%

Since Inception

7.4%

6 Month CAGR

1.3%

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

10544.314

ISIN

INF200K01MG8

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

0

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 2022-06-28

Top Debt Holdings

treps

5%
5%

vedanta limited

4.6%
4.6%

hdfc bank limited

4.4%
4.4%

3.8% govt stock 2024

3.2%
3.2%

7.16% govt stock 2023

2.8%
2.8%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

5.1%

7.4%

12.8%

18.6%

14.4%

16.8%

5.1%

%

10.8%

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 Institutional (G) Review

SBI Magnum Low Duration Fund Institutional (G) is a Low Duration Debt fund and has delivered an annualised return of 7.4% over a period of 14 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 manager’s name is Rajeev Radhakrishnan.

Nav of SBI Magnum Low Duration Fund Institutional (G) as of 6/28/2022 is ₹2906.86 with the total AUM as of 6/29/2022 is ₹10544.314. 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 NIFTY Low Duration Debt TR INR.

SBI Magnum Low Duration Fund Institutional (G) is rated as a 4 fund in Debt and delivered 3% 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 Top Ranked 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.