SBI Magnum Income Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation2.3%
Sharpe Ratio0.75
Beta1.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
6.79% Govt Stock 2034Utilities38.61%
7.23% Govt Stock 2039Utilities14.53%
7.3% Govt Stock 2053Utilities8.59%
TrepsUtilities4.53%
Torrent Power LimitedUtilities3.97%
Renew Solar Energy (Jharkhand Five) Private LimitedUtilities3.68%
Indostar Capital Finance LimitedUtilities2.98%
Avanse Financial Services LimitedUtilities2.79%
TATA Power Renewable Energy LimitedUtilities2.55%
JM Financial Credit Solutions LimitedUtilities2.55%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.47%
Regulatory & Tax Information
INF200K01628
ISINDailyDealing Frequency
CRISIL Composite Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)