SBI Magnum Low Duration Fund - Regular Plan - Growth

Low Duration NAV 3083.5439 0 29 September, 2023

SBI Magnum Low Duration Fund G was earlier known as SBI Ultra Short Term Debt Fund, which aims at providing risk-adjusted returns to investors. Providing an opportunity to investors to generate regular income, SBI Low Duration Growth Fund invests in debt and money market instruments. A moderately low-risk fund is suitable for investors who have an idle capital available for the short period. The Macaulay duration of the fund is between 6 months to 12 months.

Fund Details

Category Low Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 July, 2007
Benchmark CRISIL Liquid
Asset Size(Cr) 8728.6742
Turn over 24%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 0.94
Fund Manager Rajeev Radhakrishnan, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.11% 0.33% 0.12%
1 M 0.68% 1.68% 0.69%
3 M 1.81% 2.58% 1.81%
6 M 3.51% 5.48% 3.45%
1 Y 5.33% 7.16% 5.33%
2 Y 4.33% 5.04% 4.77%
3 Y 4.74% 5.69% 5.56%
5 Y 5.95% 8.07% 5.49%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 0.81 0.85 2.91 1.55 7.79 0.97
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.12%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Magnum Low Duration Fund - Regular Plan - Growth 5.33% 4.74% 5.95%

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SBI Magnum Low Duration Fund : How to Make Excellent Income?

SBI Low Duration Fund is one of the best mutual fund investment options available in the market for satisfying the short-term and mid-term objectives of the investors. It being an ultra short term debt fund, resembles closely to that of a high-end liquid fund which people normally choose to invest in to satiate their short-term needs. However, unlike liquid funds that invest only in those securities that have a maturity of up to 91 days, SBI ultra short term debt funds can invest in securities which may have a maturity of greater than 91 days, which can typically stretch up to 18 months.

SBI Magnum Low Duration Fund Growth – The Introduction

SBI Magnum Low Duration Fund G, erstwhile SBI Ultra Short Term Debt Fund, is a low duration fund of the debt category. Launched in July 2007 by one of India’s premier fund houses, SBI Mutual Fund, it is one of the best options available in the market for people looking out for making short term, low-risk investments, and earn a decent income out of it. The SBI Low Duration growth scheme is ranked on the second position amongst the category of ultra short term debt funds and stands as one of the top five performers in this category. Awarded a four-star rating from CRISIL, this fund holds unbeatable in the regime of Indian mutual fund investing.

SBI Magnum Low Duration Fund-Regular Plan Growth – The Risk

As opposed to the debt funds, the ultra-short-term debt funds have a greater immunity against the interest rate risks, due to the short life of the underlying securities. This makes the overall portfolio much less volatile as compared to the normal debt funds. However, if compared with liquid funds, ultra short term debt funds might have somewhat higher amounts of risks if the fund manager is incorporating such securities that have higher credit risks.
However, SBI Magnum Low Duration Fund Growth being a well-developed scheme of the trusted asset management company SBI Mutual Fund, it has a balanced exposure to risks. The fund managers who are holding the command of the fund are well aware of their actions and have a vast experience on how to arrange the scheme in a way that it earns maximum profit with minimum risk. Hence, this fund is best suited for the risk-averse population of investors, who is reluctant to face high risks for earning high returns.

How to Invest in SBI Low Duration Fund?

Like any other fund in the world, SBI Magnum Low Duration Fund G also offers two ways of investing – lump sum and SIP. However, it is always better to invest in Systematic Investment Plan, as it breaks down the boulder of paying all the sum at once and spreads it evenly throughout the investment horizon. An online investment through MySIPonline will be the perfect way to get started, as the services provided here are impeccable and on the top of that, are absolutely free.

Hence, if you are one of those who desire high income in short period without having to face the trouble of passing through heavy risks, then SBI Magnum Low Duration Fund Growth is the most apt fund for you. Use MySIPonline to invest in this fund to experience the smoothest, easiest investment ever, and accomplish whatever you so desire in your life.

SBI Low Duration Fund G – The Investment Details

SBI Magnum Low Duration Fund was launched with the objective of creating regular income through an investment in a portfolio having adequate liquidity and comprising of debt and money market instruments, such that its Macaulay duration falls between 6 and 12 months. Hence, it is a good choice for those who want to earn good returns in a short period, without getting bruised by high risks. If you have the same characteristics as an investor, then the following information regarding the investment details on sbi ultra short term debt growth fund will be a great aid in devising a well-lit plan:-

SBI Magnum Low Duration Fund NAV

The NAV is basically what you pay for acquiring a unit in the fund. An increase in the value of the NAV denotes the hike in the value of the underlying securities and vice versa. With a 0.02% increase in its value, the SBI Magnum Low Duration Fund Growth NAV as on 26th June 2018 was Rs. 2273.7311.

Also, our users are offered with ample online tools that can help them decipher their investment related questions; for instance, the SIP Calculator provided online on our website can help you gauge how well your investments, after a certain point of time and at a given rate of return, will stand at maturity. This will thus help you take better investment decisions and make a stronger investment plan. Your dashboard, where you can track the movement of your investments on a daily basis, will help you stay abreast of the latest manoeuvers that your fund has made in tandem to the market movements. And, needless to speak, more than 10,000 schemes of different genres will help you pick the perfect scheme for making the perfect plan.

Performance of SBI Magnum Low Duration Fund Growth

For any fund, the past performance is equally important as its current and future standing, because it reflects the fund’s qualities and gives an impression of how well the fund has been designed to operate under different market conditions. However, it shall be noted that the past performance, whether good or bad, cannot be considered as the sole factor in deciding upon the fund’s future performances, as the market is a volatile place and the same circumstances as before may not persist.

As far as the performance of SBI Low Duration Fund G is concerned, the numbers, both in short and long term, stand solid. The statistics show that in the past five years, the fund has been able to beat both the benchmark as well as the peer returns, taking a lead of as much as double of what was earned by its counterparts. In the short-term, one year investment period, the fund churned returns worth 6.46% against the benchmark and category returns of 3.92% and 6.29%, respectively, whereas in the long-term (five year period), it spewed returns worth 8.14% as against 4.89% and 8.04% returns earned by the benchmark and the peers, respectively. Also, SBI Low Duration Fund G has pulled off returns to the tune of 7.81% since inception, which gives an impression that the future of the fund may continue to shine brightly with good returns and high growth.

MySIPonline, India’s most favorite online mutual fund investment company, is known for its outstanding out-of-the-box services, which includes providing an online facility of investing in the top class funds, in the range of Equity, Debt, Hybrid and more, of some of the best AMCs in India. Hence, investors hailing from different backgrounds and having different aspirations from their investments can find the most appropriate scheme with the help of our portal, without having to bear the pain of running after the fancy consultants who charge an even fancier amount for their services, and can easily get started with their investments online without spending a dime for our services.

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Meet Our Clients
I got a bonus this year which I need at the end of the year for my marriage. After taking guidance from experts of MySIPonline, I invested my whole bonus in SBI Magnum Low Duration growth Fund. The scheme has been offering excellent returns to me, and I am hoping that my corpus will increase by 2-3% by the end of tenure. This increment will help my parents and me both for making good arrangements at the end.
Prateek Agarwal
Hey, I want to share my personal experience with mysiponline. They have an efficient team to help in deciding the mutual fund based on investment objective, risk-appetite, and expected returns. I was not aware of mutual fund investments for a short-term duration, but they have explained and suggested me SBI Magnum Low Duration Fund (G) to fulfil my short term goals.
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