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SBI Magnum Income Fund-Regular Plan-Growth

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Category: Debt: Medium to Long Duration
Launch Date: 25-11-1998
Asset Class: Fixed Income
Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Expense Ratio: 1.47% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,983.64 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

70.6233

-0.05 (-0.077%)

CAGR Since Inception

7.61%

CRISIL Medium to Long Duration Debt A-III Index 7.57%

PERFORMANCE of SBI Magnum Income Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Magnum Income Fund-Regular Plan-Growth 8.68 8.07 6.38 7.79 7.61
Benchmark - - - - -
Debt: Medium to Long Duration 8.78 7.81 5.82 6.6 7.67

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Lokesh Mallya, Mr. Adesh Sharma, Mr. Pradeep Kesavan,

Investment Objective

To provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.\r\n\r\nHowever, 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.

RETURNS CALCULATOR for SBI Magnum Income Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Income Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Magnum Income Fund-Regular Plan-Growth 1.79 -0.08 -0.09 0.95 6.9 10.96
Debt: Medium to Long Duration - - - - - -

PEER COMPARISION of SBI Magnum Income Fund-Regular Plan-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 8.68 7.6 8.07 6.38 7.79
LIC MF Medium to Long Duration Fund-Regular Plan-Growth 19-06-1999 10.1 7.97 8.54 5.51 6.56
ICICI Prudential Bond Fund - Growth 05-08-2008 9.77 8.45 8.77 6.51 7.55
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 9.58 7.8 7.92 5.29 4.36
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 8.88 7.38 7.77 8.36 5.87
HDFC Income Fund - Growth Option 01-09-2000 8.73 7.64 7.79 5.33 6.34
Kotak Bond Fund - Regular Plan Growth 25-11-1999 8.54 7.66 7.82 5.68 6.98
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 05-10-1995 8.52 7.41 7.63 6.2 7.31
HSBC Medium to Long Duration Fund - Regular Growth 10-12-2002 8.28 6.95 7.06 4.59 6.03
Nippon India Income Fund - Growth Plan Growth Option 01-01-1998 8.09 7.26 7.79 5.4 7.2

PORTFOLIO ANALYSIS of SBI Magnum Income Fund-Regular Plan-Growth

Asset Allocation (%)