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sbi magnum low duration fund institutional growth
SBI Magnum Low Duration Fund Institutional Growth

SBI Magnum Low Duration Fund Institutional Growth

  • Moderate Risk
  • Fixed Income
  • Low Duration
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NAV as on Jan 7, 2026
i
Price per unit of the scheme.
₹ 3,662.5598-0.02%1 Day Change
0.29%
Minimum Investment₹5000
Expense Ratio1.01%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Magnum Low Duration Fund Institutional Growth
VS
Fixed Income: Low Duration Average NAV
    Topper in Fixed Income: Low Duration
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Magnum Low Duration Fund Institutional Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Low Duration Fund TR INR
    Expense Ratio
    1.01%
    Category Avg Expense Ratio
    0.38%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 16,698.26 Cr(As on Nov, 2025)
    Inception Date
    Jul 19, 2007
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: To provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.

    SBI Magnum Low Duration Fund Institutional Growth is an Fixed Income - Low Duration fund. The fund was launched inJul 19, 2007. Its risk level is . The NAV of the fund as onJan 07, 2026 is ₹3,662.56. Its expense ratio is 1.01 %. The fund has an AUM of ₹16,698.26 Cr.The fund is managed byRajeev Radhakrishnan,Mohit Jain,Pradeep Kesavan,Arun R.,Sudhir Agrawal.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Rajeev Radhakrishnan
    Rajeev Radhakrishnan
    i
    Lead Fund Manager.
    Jun 9, 2008 - Present
    • Fund Manager Rank13Out of 31
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed22
    • Total AUM₹ 3,47,539.35 Cr
    • Highest Return In 1 Yr13.95 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Corporate Bond Fund Direct Growth
    ₹ 16.47
    -0.04%
    -0.10%
    Moderate Risk
    ₹25,054.24Cr
    SBI Banking and PSU Fund Direct Plan Growth
    ₹ 3,407.66
    -0.06%
    -0.10%
    Low to Moderate Risk
    ₹4,212.99Cr
    SBI Magnum Low Duration Fund Direct Plan Growth
    ₹ 3,753.50
    0.34%
    0.25%
    Moderate Risk
    ₹16,698.26Cr
    SBI Corporate Bond Fund Direct Growth
    Moderate Risk
    • NAV₹ 16.47
    • Fund Size₹25,054.24Cr
    Fund Return-0.04%
    Category Return-0.10%
    SBI Banking and PSU Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 3,407.66
    • Fund Size₹4,212.99Cr
    Fund Return-0.06%
    Category Return-0.10%
    SBI Magnum Low Duration Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 3,753.50
    • Fund Size₹16,698.26Cr
    Fund Return0.34%
    Category Return0.25%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sudhir Agrawal
    Sudhir Agrawal
    i
    Lead Fund Manager.
    May 15, 2025 - Present
    • Fund Manager Rank13Out of 31
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM₹ 32,322.39 Cr
    • Highest Return In 1 Yr7.48 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Ultra Short Duration Fund Direct Plan Growth
    ₹ 6,279.16
    0.46%
    0.30%
    Moderate Risk
    ₹15,624.13Cr
    SBI Magnum Low Duration Fund Direct Plan Growth
    ₹ 3,753.50
    0.34%
    0.25%
    Moderate Risk
    ₹16,698.26Cr
    SBI Magnum Ultra Short Duration Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 6,279.16
    • Fund Size₹15,624.13Cr
    Fund Return0.46%
    Category Return0.30%
    SBI Magnum Low Duration Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 3,753.50
    • Fund Size₹16,698.26Cr
    Fund Return0.34%
    Category Return0.25%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    May 31, 2022 - Present
    • Schemes managed43
    • Total AUM₹ 6,50,003.49 Cr
    • Highest Return In 1 Yr29.31 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 47.79
    -0.97%
    -%
    Very High Risk
    ₹5,052.54Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 17.63
    -0.27%
    0.60%
    Very High Risk
    ₹23,956.40Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 16.78
    0.70%
    0.35%
    Very High Risk
    ₹39,337.41Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 47.79
    • Fund Size₹5,052.54Cr
    Fund Return-0.97%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.63
    • Fund Size₹23,956.40Cr
    Fund Return-0.27%
    Category Return0.60%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.78
    • Fund Size₹39,337.41Cr
    Fund Return0.70%
    Category Return0.35%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Dec 1, 2023 - Present
    • Schemes managed46
    • Total AUM₹ 6,70,864.33 Cr
    • Highest Return In 1 Yr29.31 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 51.01
    0.21%
    0.32%
    Moderately High risk
    ₹2,182.37Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 45.98
    0.47%
    0.34%
    Moderate Risk
    ₹36,650.10Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 35.23
    0.05%
    -0.02%
    Moderate Risk
    ₹17,716.50Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 51.01
    • Fund Size₹2,182.37Cr
    Fund Return0.21%
    Category Return0.32%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 45.98
    • Fund Size₹36,650.10Cr
    Fund Return0.47%
    Category Return0.34%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 35.23
    • Fund Size₹17,716.50Cr
    Fund Return0.05%
    Category Return-0.02%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Arun R.
    Arun R.
    i
    Lead Fund Manager.
    Dec 1, 2023 - Present
    • Schemes managed3
    • Total AUM₹ 73,405.29 Cr
    • Highest Return In 1 Yr7.48 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Ultra Short Duration Fund Direct Plan Growth
    ₹ 6,279.16
    0.46%
    0.30%
    Moderate Risk
    ₹15,624.13Cr
    SBI Arbitrage Opportunities Fund Direct Growth
    --
    ₹ 37.14
    0.62%
    0.56%
    Low Risk
    ₹41,082.90Cr
    SBI Magnum Low Duration Fund Direct Plan Growth
    ₹ 3,753.50
    0.34%
    0.25%
    Moderate Risk
    ₹16,698.26Cr
    SBI Magnum Ultra Short Duration Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 6,279.16
    • Fund Size₹15,624.13Cr
    Fund Return0.46%
    Category Return0.30%
    SBI Arbitrage Opportunities Fund Direct Growth
    Low Risk--
    • NAV₹ 37.14
    • Fund Size₹41,082.90Cr
    Fund Return0.62%
    Category Return0.56%
    SBI Magnum Low Duration Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 3,753.50
    • Fund Size₹16,698.26Cr
    Fund Return0.34%
    Category Return0.25%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (-%)
    DEBT (61.89%)
    CASH (37.87%)
    Allocation by Market Cap
    Other Cap(0.25%)
    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.76
      This Fund
      VS
      -0.59
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      88.26
      This Fund
      VS
      67.86
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.23
      This Fund
      VS
      1.24
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.80
      This Fund
      VS
      1.13
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.88
      This Fund
      VS
      4.86
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      0.41
      This Fund
      VS
      0.57
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 12,67,588.38 crores. It’s current offering of mutual fund schemes includes 47 equity, 70 debt and 16 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    aum
    AUM
    ₹ 12,67,588.38 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Magnum Low Duration Fund Institutional Growth ?
    The category of SBI Magnum Low Duration Fund Institutional Growth is Fixed Income - Low Duration
    What is the current NAV of SBI Magnum Low Duration Fund Institutional Growth ?
    The current NAV of SBI Magnum Low Duration Fund Institutional Growth as on Jan 07, 2026 is ₹3,662.56
    How safe is SBI Magnum Low Duration Fund Institutional Growth ?
    The risk level of SBI Magnum Low Duration Fund Institutional Growth is Moderate.
    What are short term returns given by SBI Magnum Low Duration Fund Institutional Growth ?
    The return given by SBI Magnum Low Duration Fund Institutional Growth in 1 month is 0.29%, 3 months is 1.21%, 6 months is 2.59%, and 1 year is 6.95%
    What are the long term returns given by SBI Magnum Low Duration Fund Institutional Growth ?
    The return given by SBI Magnum Low Duration Fund Institutional Growth in 3 years is 7.00% and 5 years is 5.63%.
    What is the expense ratio of SBI Magnum Low Duration Fund Institutional Growth ?
    The expense ratio of SBI Magnum Low Duration Fund Institutional Growth is 1.01%
    What is the AUM of SBI Magnum Low Duration Fund Institutional Growth ?
    The assets under Management (AUM) of SBI Magnum Low Duration Fund Institutional Growth is Rs 16,698.26 crores.
    What is the minimum investment in SBI Magnum Low Duration Fund Institutional Growth ?
    The minimum Lumpsum investment in SBI Magnum Low Duration Fund Institutional Growth is ₹5,000.00 and the minimum SIP investment in SBI Magnum Low Duration Fund Institutional Growth is ₹1,000.00
    What is the asset allocation of SBI Magnum Low Duration Fund Institutional Growth?
    SBI Magnum Low Duration Fund Institutional Growth has an exposure of 61.89% in Debt and 37.87% in Cash & Money Market Securities

    bt_logoCALCULATORS

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