Sbi Magnum Low Duration Fund Regular Plan Growth

3206.75
NAV (Apr 26,2024)

SBI Magnum Low Duration Fund - Regular Plan - Growth is an investment scheme offered by SBI Mutual Fund. It is a low duration fund that aims to provide stable, regular income with relatively low risk. The fund has an expense ratio of 1.02% and a minimum investment requirement of INR 5000. It was established on July 26, 2007, and has a total asset under management (AUM) of INR 10,218.42. Investors can opt for the growth option in this plan.

Sbi Magnum Low Duration Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Magnum Low Duration Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.51
  • Sortino
    UM_URBAN_MONEY

    1.12

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.02%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

10218.42 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,184.02 (1.84%)10,356.11 (3.56%)10,684.47 (6.84%)11,627.64 (16.28%)13,219.48 (32.19%)
30,552.06 (1.84%)31,068.33 (3.56%)32,053.41 (6.84%)34,882.92 (16.28%)39,658.44 (32.19%)
50,920.1 (1.84%)51,780.55 (3.56%)53,422.35 (6.84%)58,138.2 (16.28%)66,097.4 (32.19%)
81,472.16 (1.84%)82,848.88 (3.56%)85,475.76 (6.84%)93,021.12 (16.28%)1,05,755.84 (32.19%)
1,01,840.2 (1.84%)1,03,561.1 (3.56%)1,06,844.7 (6.84%)1,16,276.4 (16.28%)1,32,194.8 (32.19%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • CGL12.42%
  • Small Industries Development Bank of India6.65%
  • Indian Bank4.37%
  • National Housing Bank3.91%
  • Larsen & Toubro Ltd3.90%
  • LIC Housing Finance Ltd3.58%
  • Bharti Telecom Ltd3.51%
  • TREPS3.40%
  • Export Import Bank of India3.37%
  • CSB Bank Ltd2.89%
  • Muthoot Finance Ltd2.86%
  • State Government of Gujarat2.80%
  • ONGC Petro Additions Ltd2.48%
  • Mangloor Highways Pvt Ltd2.42%
  • ICICI Bank Ltd2.41%
  • L&T Metro Rail Hyderabad Ltd Guaranteed by Larsen & Toubro Ltd2.39%
  • National Bank for Agriculture and Rural Development1.98%
  • Cholamandalam Investment & Finance Co Ltd1.96%
  • REC Ltd1.96%
  • Indian Railway Finance Corporation Ltd1.71%
  • Union Bank of India1.70%
  • Kotak Mahindra Bank Ltd1.66%
  • India Grid Trust1.66%
  • GOI GOV1.55%
  • Panatone Finvest Ltd1.46%
  • State Bank of India Tier II Bond under Basel III1.46%
  • Bharti Enterprises Ltd1.45%
  • TMF Holdings Ltd1.45%
  • HDB Financial Services Ltd1.45%
  • Axis Bank Ltd1.39%
  • Citicorp Finance India Ltd1.32%
  • Net Receivable Payable1.28%
  • JM Financial Credit Solutions Ltd1.21%
  • State Government of Karnataka0.99%
  • Grihum Housing Finance Ltd0.98%
  • Tata Realty and Infrastructure Ltd0.97%
  • Godrej Housing Finance Ltd0.97%
  • Punjab National Bank0.97%
  • Bank of Baroda Tier II Bond under Basel III0.93%
  • Torrent Power Ltd0.88%
  • Mahindra Rural Housing Finance Ltd0.78%
  • PNB Housing Finance Ltd0.73%
  • Crompton Greaves Consumer Electricals Ltd0.49%
  • Phoenix Arc Pvt Ltd0.46%
  • Tata Capital Housing Finance Ltd0.40%
  • State Government of Maharashtra0.25%
  • Corporate Debt Market Development Fund A0.19%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

7.34%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Moderate

7.09%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

7.01%

Kotak Low Duration Fund - GrowthKotak Low Duration Fund - Growth

DEBT

Moderate

6.95%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.50%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.50%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.49%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.32%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.29%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

6.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.08%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

7.04%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.03%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.99%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.96%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Moderate

6.79%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.73%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

6.67%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

6.51%

PGIM India Low Duration Fund - GrowthPGIM India Low Duration Fund - Growth

DEBT

Low to Moderate

6.30%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.29%

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

5.95%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Moderate

5.43%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

5.27%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.25%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Low to Moderate

5.18%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

5.09%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Moderate

4.99%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.71%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

6.62%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.23%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

6.01%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.92%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Low to Moderate

5.83%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.69%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Moderate

5.57%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

4.91%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

2.76%

PGIM India Low Duration Fund - GrowthPGIM India Low Duration Fund - Growth

DEBT

Low to Moderate

1.28%

Fund Managers

RR

Mr. Rajeev RadhakrishnanHead - Fixed Income

Mr. Rajeev has joined SBI Funds Management Pvt. Ltd. in June 2008 and manages various Fixed Income schemes. He brings with him over 10 years of experience in funds management including around 2 years in equity funds and research and 8 years in Fixed Income Funds. He was earlier associated with UTI Mutual Fund as a Co-Fund Manager, managing fixed income funds and debt portion of balanced schemes.

RA

Mr. R. ArunFund Manger

Mr. R. Arun has over 6 years of work experience including 4 years of experience in mutual fund Industry as Credit Research Analyst. He has been associated with SBI Funds Management Pvt. Ltd. from March 2009 onwards as Credit Analyst. Prior to joining SBI Funds Management, he worked with ING Investment Management, Deutsche Bank Operations India & Crisil as Credit Analyst.

Get your latest Credit Score, FREE

Compare with similar Funds

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

SBI Magnum Low Duration Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money