- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Gilt Fund (Growth)
Formerly SBI Magnum Gilt Long Term Reg Gr
Gilt funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Gilt Funds are mandated to invest a minimum of 80% of their total assets in Government Securities.
Such a strategy results in a very high credit quality of the fund.
Gilt Funds tend to take a large exposure to long dated instruments making them highly volatile when interest rate changes.We do not recommend funds in this category since we believe that the high volatility of the category is not suited for individual investors.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 60.2862
NAV (May 17)
Fund Returns
Last 1Y | 6.6% |
Last 3Y | 5.9% |
Last 5Y | 8% |
Last 10Y | 9% |
Since Inception | 8% |
6 Month CAGR | 4.3% |
Scheme Information
To provide returns to the investors generated through investments in Government securities issued by the Central Government and/or State Government(s).
Expense Ratio | 0.94 |
Launched (24y ago) | Dec 30, 2000 |
AUM in Crores | 8557.840 |
ISIN | INF200K01982 |
Lock-in | No Lock-in |
Benchmark | Nifty All Duration G-Sec Index PR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.8 |
Standard Deviation (5yr) | 3.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.012 |
Sharpe Ratio (5yr) | 0.868 |
YTM | 7.31 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Gilt Fund (Growth) | 8,89,549 | 1,56,937 | 8% | |
| 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
7.1% govt stock 2034
37.5%7.18% govt stock 2033
24.7%7.25% govt stock 2063
11.5%maharashtra (government of) 7.46%
8.1%uttar pradesh (government of) 7.48%
3.6%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,984 cr | ||
₹ 10,779 cr | ||
₹ 43,472 cr | ||
₹ 14,482 cr | ||
₹ 14,796 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 6.5% | ||
21.5% | 18% | ||
16.3% | 12.2% | ||
25.8% | 16.5% | ||
28% | 13.6% |
SBI Magnum Gilt Fund (G) Review
SBI Magnum Gilt Fund (G) is a Gilt Debt fund and has delivered an annualised return of 8% over a period of 23 years. The fund was previously known as SBI Magnum Gilt Long Term Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Rajeev Radhakrishnan, Tejas Soman.
Nav of SBI Magnum Gilt Fund (G) as of 5/17/2024 is ₹60.29 with the total AUM as of 5/20/2024 is ₹8557.84. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Gilt Fund (G) was launched on Dec 30, 2000. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for SBI Magnum Gilt 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 Gilt 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 All Duration G-Sec Index PR INR.
SBI Magnum Gilt Fund (G) is rated as a 3 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Magnum Gilt Fund (G).
Frequently Asked Questions
What is SBI Magnum Gilt Fund (G)?
How to invest in SBI Magnum Gilt Fund (G)?
You can invest in SBI Magnum Gilt 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 Gilt Fund (G)?
The minimum sip amount for SBI Magnum Gilt Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Magnum Gilt Fund (G) good to invest in?
As per Scripbox experts, SBI Magnum Gilt Fund (G) is a Neutral fund. You can investSBI Magnum Gilt 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 Gilt Fund (G)?
The expense ratio of the SBI Magnum Gilt Fund (G) is 0.94% for regular plan.