SBI Magnum Medium Duration Fund
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1–3 yearsInvestment Horizon
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Sbi Magnum Medium Duration Fund Growth invests in medium-term bonds, providing steady returns with moderate risk.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-1.0% AnnuallyAlpha
+7.3% vs +9.9% benchmarkSince Inception
+7.4% vs +6.3% benchmark3Y Annualized
+6.3% vs +6.5% benchmark5Y Annualized
SBI Magnum Medium Duration Fund
Benchmark Index
Benchmark Performance Comparison
Sbi Magnum Medium Duration Fund
FD Returns
Risk Profile
Standard Deviation1.4%
Sharpe Ratio1.57
Beta1.53
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 2034Utilities14.42%
7.18% Govt Stock 2033Utilities12.30%
7.18% Govt Stock 2037Utilities8.55%
TrepsUtilities5.54%
Godrej Properties LimitedUtilities4.67%
7.23% Govt Stock 2039Utilities4.42%
Avanse Financial Services LimitedUtilities3.85%
Renew Solar Energy (Jharkhand Five) Private LimitedUtilities3.58%
Aditya Birla Real Estate LimitedUtilities3.43%
Yes Bank LimitedUtilities3.43%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.22%
Exit Load1.5
Regulatory & Tax Information
INF200K01719
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)