+91 73377 40002

9AM - 9PM (Mon-Sat)

check

SBI Magnum Medium Duration Fund Regular Growth

Debt | Medium Duration

Nav : 31.5803 ( -0.06%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns

10.1%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since November 12th, 2003

7.85%

One Time

Monthly

Min Investment ₹500


Debt | Medium Duration

Nav : 31.5803 ( -0.06%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund gives very good returns in a falling interest rate market. Get tax benefits (through indexation) by holding this fund for more than 3 years. Avoid these funds when interest rates are rising.

Ideal for a medium to long term goal like retirement, down-payment for home etc

One Time

Monthly

Min Investment ₹500


Rank (of 245)

5

Annualized Returns

10.1%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since November 12th, 2003

7.85%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL 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.

Basic Details
Fund House
State Bank of India
Launch Date
November 12th, 2003
Expense Ratio
1.52%
Fund Category Risk
Moderate
Std Dev (1Yr)
1.874
Std Dev (3Yr)
2.032
Std Dev (5Yr)
2.708
Asset Size
1603Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.85 %
Exit Load
1.5% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
9.26 %
Modified Duration
2.94
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website