- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Medium Duration Fund (G)
SBI Magnum Medium Duration Fund (G)
₹ 50.36
NAV (Apr 04)
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
SBI Magnum Medium Duration Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,33,781
Wealth Gained8,66,393
Total Corpus Created (₹)
With CAGR of 6.941 % in 5 yearsHistorical NAV
₹ 50.3615
NAV (Apr 4)
Fund Returns
Last 1Y | 8.9% |
Last 3Y | 6.9% |
Last 5Y | 6.9% |
Last 10Y | 7.9% |
Since Inception | 7.8% |
6 Month CAGR | 4.6% |
Scheme Information
The scheme seeks to provide investors an opportunity to generate attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Expense Ratio | 1.22 % |
Launched 21Y ago | 2003-11-12 |
AUM in Crores | 6514.8 |
ISIN | INF200K01719 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Medium Duration Debt Index A-III |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1.3 |
Beta | 0.8 |
Sharpe Ratio | 0.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Medium Duration Fund (G) | 8,66,393 | 1,33,781 | 6.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
GOI
13.21%GOI
9.26%GOI
5.6%Tata Housing Devp. Co. Ltd
5.11%Godrej Properties Ltd.
5.1%
Allocation by Sector
Financial
6.82%Technology
3.2%Energy
2.62%Automobile
1.49%Healthcare
1.33%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,444 cr | ||
₹ 7,712 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 14,987 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.1% | 16.7% | ||
7.5% | 7.9% | ||
7.4% | 7.5% | ||
6.9% | 7.8% | ||
19.6% | 19% |
SBI Magnum Medium Duration Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,33,781
Wealth Gained8,66,393
Total Corpus Created (₹)
With CAGR of 6.941 % in 5 yearsSBI Magnum Medium Duration Fund (G) Review
SBI Magnum Medium Duration Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 7.84% over 21 years. The fund has grown over a period of 21 years. The fund is managed by SBI Mutual Fund. The fund managers are Lokesh Mallya, Mohit Jain, Pradeep Kesavan.
Nav of SBI Magnum Medium Duration Fund (G) as of 4/4/2025 is ₹50.36 with the total AUM as of 4/8/2025 is ₹6514.83. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Medium Duration Fund (G) was launched on 2003-11-12. The category risk of the fund is Moderately High.
The minimum SIP amount for SBI Magnum Medium 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 Medium 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 NIFTY Medium Duration Debt Index A-III.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 8.88% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Medium Duration Fund (G).
Frequently Asked Questions
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