• Mutual Funds
  • SBI Mutual Fund
  • SBI Magnum Medium Duration Fund (Growth)

Formerly SBI Regular Savings Reg Gr

SBI Mutual Fund

SBI Magnum Medium Duration Fund (Growth)

DebtMedium Duration

Top Ranked

41.4669

NAV (Aug 17)

7.1%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within medium duration mutual funds.However, Scripbox does not recommend investing in medium duration mutual funds.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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 9,290 Cr

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

View all 8 analysis

View Less

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

41.4669

NAV (Aug 17)

Fund Returns

Last 1Y

2.9%

Last 3Y

7.1%

Last 5Y

7.1%

Last 10Y

8.8%

Since Inception

7.9%

6 Month CAGR

0.9%

Scheme Information

Investment Objective

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

1.21

Launched (19y ago)

Nov 12, 2003

AUM in Crores

9289.791

ISIN

INF200K01719

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Dinesh Ahuja

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 2022-08-17

Top Debt Holdings

6.54% govt stock 2032

18.8%
18.8%

state bank of india

4%
4%

indinfravit trust

3.7%
3.7%

7.38% govt stock 2027

3.6%
3.6%

5.63% govt stock 2026

3.5%
3.5%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 38,404 cr

₹ 14,762 cr

₹ 21,845 cr

₹ 13,395 cr

₹ 38,404 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 453,919 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    20%

    19.2%

    6.1%

    6.8%

    3.6%

    6.5%

    22.8%

    17.6%

    18.6%

    11.8%

    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 Medium Duration Fund (G) Review

    SBI Magnum Medium Duration Fund (G) is a Medium Duration Debt fund and has delivered an annualised return of 7.9% over a period of 18 years. The fund was previously known as SBI Regular Savings Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Dinesh Ahuja.

    Nav of SBI Magnum Medium Duration Fund (G) as of 8/17/2022 is ₹41.47 with the total AUM as of 8/18/2022 is ₹9289.791. 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 2.9% 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)?

    SBI Magnum Medium Duration Fund (G) is a Medium 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 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 1.21% for regular plan.