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  • SBI Magnum Low Duration Fund (G)
SBI Mutual Fund

SBI Magnum Low Duration Fund (G)

DebtLow Duration

3367.2717

NAV (Oct 04)

5.691%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

3367.2717

NAV (Oct 4)

Fund Returns

Last 1Y
7.2%
Last 3Y
5.7%
Last 5Y
5.6%
Last 10Y
6.8%
Since Inception
7.3%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

The scheme seeks 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
-
Launched (0y ago)
-
AUM in Crores
11828.2
ISIN
INF200K01MG8
Lock-in
-
Benchmark
CRISIL Low Duration Debt A-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
1.4
Sharpe Ratio
-0.3
YTM
-
Fund Managers

Pradeep Kesavan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

R Arun

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Low Duration Fund (G)70%8,38,081 1,05,4695.6%
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.

Asset allocation and Holdings

Last updated on 2024-07-29

Top Debt Holdings

GOI

11.7%
11.66%

Others

11.2%
11.157%

National Housing Bank

3.4%
3.36%

L&T Metro Rail (Hyderabad) Ltd.

3.3%
3.31%

Larsen & Toubro Ltd.

3.1%
3.12%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,523 cr

₹ 13,722 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

16.566%

6.437%

10.006%

14.538%

26.381%

16.472%

26.144%

17.455%

19.439%

15.368%

SBI Magnum Low Duration Fund (G) Review

SBI Magnum Low Duration Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.313% over a period of 17 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rajeev Radhakrishnan, R Arun.

Nav of SBI Magnum Low Duration Fund (G) as of 10/4/2024 is ₹3367.27 with the total AUM as of 10/6/2024 is ₹11828.1998. 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 2007-07-27. The category risk of the fund is null.

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 CRISIL Low Duration Debt A-I Index.

SBI Magnum Low Duration Fund (G) is rated as a null fund in Debt and delivered 7.218% 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 Debt Debt scheme predominantly investing across Debt instruments 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 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 % for regular plan.