- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Medium Duration Fund (Growth)
Formerly SBI Regular Savings Reg Gr
SBI Magnum Medium Duration Fund (Growth)
₹ 44.9711
NAV (Dec 01)
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 44.9711
NAV (Dec 1)
Fund Returns
Last 1Y | 6.7% |
Last 3Y | 4.7% |
Last 5Y | 7.6% |
Last 10Y | 8.8% |
Since Inception | 7.8% |
6 Month CAGR | 2.5% |
Scheme Information
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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.
Expense Ratio | 1.22 |
Launched (20y ago) | Nov 12, 2003 |
AUM in Crores | 6953.918 |
ISIN | INF200K01719 |
Lock-in | No Lock-in |
Benchmark | Nifty Medium Duration Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.5 |
Standard Deviation (5yr) | 2.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.198 |
Sharpe Ratio (5yr) | 1.12 |
YTM | 8.11 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Medium Duration Fund (Growth) | 8,80,709 | 1,48,097 | 7.6% | |
| 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
7.38% govt stock 2027
7.1%larsen and toubro limited
5%godrej properties limited
4.7%tata housing development company limited
4.3%jamnagar utilities and power private limited
3.6%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 6.5% | ||
24% | 17.5% | ||
17.3% | 11.9% | ||
29.7% | 16.2% | ||
4.9% | 6.9% |
SBI 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 7.8% over a period of 20 years. The fund was previously known as SBI Regular Savings Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Ahuja, Mohit Jain.
Nav of SBI Magnum Medium Duration Fund (G) as of 12/1/2023 is ₹44.97 with the total AUM as of 12/2/2023 is ₹6953.918. 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 Nov 12, 2003. The category risk of the fund is Moderately High risk.
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 TR INR.
SBI Magnum Medium Duration Fund (G) is rated as a 4 fund in Debt and delivered 6.7% 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
What is SBI Magnum Medium Duration Fund (G)?
How to invest in SBI Magnum Medium Duration Fund (G)?
You can invest in SBI Magnum Medium 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 Medium Duration Fund (G)?
The minimum sip amount for SBI Magnum Medium Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Magnum Medium Duration Fund (G) good to invest in?
As per Scripbox experts, SBI Magnum Medium Duration Fund (G) is a Top Ranked fund. You can investSBI Magnum Medium 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 Medium Duration Fund (G)?
The expense ratio of the SBI Magnum Medium Duration Fund (G) is 1.22% for regular plan.