Why to choose SBI Magnum Medium Duration Fund?

Mutual Fund

SBI Magnum Medium Duration Fund is an open- ended debt fund managed by Mr. Dinesh Ahuja. SBI Magnum Medium Duration Fund aims to provide a good amount of return by investing in money market and debt securities with moderate liquidity. The investments in SBI Magnum Medium Duration Fund is managed in such a manner that the Macaulay duration of the fund’s portfolio ranges between 3 years to 4 years.

SBI Magnum Medium Duration Fund was launched on 12th November 2003.The risk profile of SBI Magnum Medium Duration Mutual Fund is moderate as it invests in debt securities with moderate liquidity. SBI Magnum Medium Duration Fund has primary benchmark against Crisil 10 yr Gilt and secondary benchmarked against NIFTY Magnum Medium Duration Debt Index.

Why one should choose SBI Magnum Medium Duration Fund?

  • SBI Magnum Medium Duration Fund focuses on investing in money market and debt instruments with little exposure to the equity market.
  • SBI Magnum Medium Duration Fund provides risk adjusted return to its investors.
  • Professional fund manager allocates the fund’s portfolio keeping in mind the investor’s objective.
  • This fund under SBI Mutual Fund invests 83.16% in debt securities out of which 40.88% investment is in low risk instruments and 18.88% in government instruments. 
  • SBI Magnum Medium Duration Fund growth option offers investors with attractive returns.
  • The CRISIL rating of this fund gets updated from 3 to 4 in previous quarter.
  • SBI Magnum Medium Duration Fund regular growth option helps to build long term capital appreciation.
  • SBI Magnum Medium Duration Fund investments are ideal for those who wants to earn a better return than bank deposits for a period of good 1 to 3 years. 

Top 4 Sectors of SBI Magnum Medium Duration Fund

S.No. Name of Holding Net Assets (%)
1 Miscellaneous 63.9
2 Miscellaneous 18.88
3 Miscellaneous 16.83
4 Miscellaneous 0.39

(as on 28/03/2019)

Top 10 Holdings of SBI Magnum Medium Duration Fund

S.No. Name of Holding Net Assets (%)
1 TREPS 14.38
2 7.17% CGL 2028 12.82
3 State Bank of India 9.69
4 Muthoot Finance Ltd. 6.7
5 7.26% CGL 2029 6.06
6 Aditya Birla Retail Ltd. 5.44
7 Vadodara Bharuch Tollway Ltd. 3.21
8 Indostar Capital Finance Ltd. 3.06
9 Andhra Bank 3.03
10 REC Ltd. 3.02

(as on 28/03/2019)

Details of SBI Magnum Medium Duration Fund

Launch Date- November 12, 2003
Fund Manager- Mr. Dinesh Ahuja
Risk- Moderate 
Benchmark- NIFTY Medium Duration Debt Index
Return Since Launch- 7.93%
AUM- Rs. 1632.64 crore (as on 28th Feb, 2019)

  1-Year 3-Year 5-Year 10-Year
Fund 7.06 9.10 9.94 9.00
VR Bond 6.84 6.81 7.74 6.90
Category 5.68 7.54 8.36 7.72
Rank within Category 5 2
Number of funds in category 16 16
As on Mar 28, 2019

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