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  • SBI Mutual Fund
  • SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (Dividend Payout - Weekly)

Formerly SBI Ultra Short Term Debt Instl Wk DP

SBI Mutual Fund

SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (Dividend Payout - Weekly)

DebtLow Duration

Top Ranked

1098.1932

NAV (Jan 19)

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

11,486 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
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

1098.1932

NAV (Jan 19)

Fund Returns

Last 1Y

3.3%

Last 3Y

5.1%

Last 5Y

5.1%

Last 10Y

6%

Since Inception

6%

6 Month CAGR

1.6%

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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

11485.781

ISIN

INF200K01MJ2

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Rajeev Radhakrishnan

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 471,579 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

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Fund NameScripbox Opinion
Till Date CAGR

24.3%

20.3%

5.6%

7.2%

24.3%

%

4.8%

5.8%

4.8%

5.8%

growth

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Savings Fund (Growth)

Kotak Savings Fund (Growth)

Debt

Ultra Short

ICICI Prudential Savings Fund (Growth)

ICICI Prudential Savings Fund (Growth)

Debt

Low Duration

Tata Liquid Fund (Growth)

Tata Liquid Fund (Growth)

Debt

Liquid

SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) Review

SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) is a Low Duration Debt fund and has delivered an annualised return of 6% over a period of 14 years. The fund was previously known as SBI Ultra Short Term Debt Instl Wk DP. The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Rajeev Radhakrishnan.

Nav of SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) as of 19/01/2022 is ₹1098.19 with the total AUM as of 20/01/2022 is ₹11485.781. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) 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 of Income Dist cum capl wdrl (D-W) 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 Institutional of Income Dist cum capl wdrl (D-W) 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 Index TR INR.

SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) is rated as a 4 fund in Debt and delivered 3.3% 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 of Income Dist cum capl wdrl (D-W).

Frequently Asked Questions

What is SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W)?

How to invest in SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W)?

What is the minimum sip amount of SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W)?

Is SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W) good to invest in?

What is the expense ratio of the SBI Magnum Low Duration Fund Institutional of Income Dist cum capl wdrl (D-W)?