Scheme Overview
SBI Magnum Medium Duration Fund - Regular Plan - Growth
(Erstwhile SBI REGULAR SAVINGS FUNDS - REGULAR PLAN - GROWTH)
Category: Debt: Medium Duration |
Launch Date: 12-11-2003 |
Asset Class: Fixed Income |
Benchmark: NIFTY Medium Duration Debt Index A-III |
Expense Ratio: 1.22% As on ( 31-03-2025) |
Status: Open Ended for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 6,481.44 Cr As on ( 31-03-2025) |
Turn over: |
50.8413
0.08 ( 0.153% )
7.86%
NIFTY Medium Duration Debt Index A-III7.57%
PERFORMANCE of SBI Magnum Medium Duration Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 29-04-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
SBI Magnum Medium Duration Fund - Regular Plan - Growth | 9.69 | 7.39 | 7.17 | 8.03 | 7.86 |
Benchmark | - | - | - | - | - |
Debt: Medium Duration | 10.02 | 7.53 | 7.4 | 6.78 | 7.14 |
Yearly Performance (%)
Fund Managers
Lokesh Mallya, Mohit Jain, Pradeep Kesavan
Investment Objective
The scheme aims to invest at least 80 per cent of its corpus in investment grade debt instruments and money market instruments and the balance in equity and equity related instruments. The stocks would be selected from the BSE 100 index only.
RETURNS CALCULATOR for SBI Magnum Medium Duration Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of SBI Magnum Medium Duration Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Magnum Medium Duration Fund - Regular Plan - Growth | 1.34 | 0.03 | 0.08 | 0.67 | 7.76 | 5.5 |
Debt: Medium Duration | - | - | - | - | - | - |
PEER COMPARISION of SBI Magnum Medium Duration Fund - Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 9.69 | 8.14 | 7.39 | 7.17 | 8.03 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 14.53 | 10.34 | 14.27 | 13.78 | 8.65 |
Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 10.14 | 8.49 | 7.69 | 7.46 | 7.61 |
HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 10.01 | 8.3 | 7.24 | 7.15 | 7.11 |
Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 9.94 | 7.97 | 6.96 | 8.17 | 3.41 |
Kotak Medium Term Fund - Growth | 21-03-2014 | 9.86 | 8.29 | 7.02 | 7.52 | 7.12 |
DSP Bond Fund - Growth | 29-04-1997 | 9.85 | 8.16 | 7.27 | 6.63 | 6.27 |
ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 9.74 | 8.13 | 7.51 | 7.65 | 7.5 |
HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 9.69 | 8.05 | 7.12 | 7.12 | 7.28 |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | 08-07-2003 | 9.63 | 7.52 | 6.5 | 5.65 | 6.75 |