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Asset Size:2752Cr
Expense Ratio:1.14%
Fund Manager(s):Dinesh Ahuja,
5year Returns:9.15%

SBI Magnum Medium Duration Fund Regular Growth

SBI Mutual Fund       

Debt
Medium Duration

Nav : 35.9513 ( 0.08%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

12

Annualized Returns(5 yrs)

9.15%

Investment Horizon

>3 Yr

Doubled Money

8yrs 0m

Returns since November 12th, 2003

8.16%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

47.5L

Projected Maturity Amount

1Cr

SBI Mutual Fund     

Debt
Medium Duration

Nav : 35.9513 ( 0.08%) February 26th, 2020

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

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

47.5L

Projected Maturity Amount

1Cr

Rank (of 245)

12

Annualized Returns(5 yrs)

9.15%

Investment Horizon

>3 Yr

Doubled Money

8yrs 0m

Returns since November 12th, 2003

8.16%

FUND PAST 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
SBI Mutual Fund
Launch Date
November 12th, 2003
Expense Ratio
1.14%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.042
Std Dev (3Yr)
1.867
Std Dev (5Yr)
2.022
Asset Size
2752Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.16 %
Exit Load
1.5% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
7.81 %
Modified Duration
2.87
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website