Widely used:Analyst’s Choice
Recently Viewed
Clear All
Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹3,531.0076 0.06%
As on 16-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Magnum Low Duration Fund - Institutional Plan
|
|
Moderate
|
loading... |
0.99 |
||
 |
|
Moderate
|
loading... |
0.93 |
||
 |
|
Moderate
|
loading... |
0.66 |
||
|
|
Low to Moderate
|
loading... |
0.45 |
||
|
|
Low to Moderate
|
loading... |
0.59 |
₹14,591 Cr
--
5,000
1,000
500
12
Investment Strategy
The scheme seeks 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.
Suitability
"Low Duration debt funds invest in bonds maturing in six months to a year. They aim to earn slightly better returns than what you can get from a bank account or a short duration fixed deposit. The risk of incurring a loss in these funds is negligible but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. Here's why. Debt funds are very finely classified depending upon the maturity of the bonds they invest in. For instance, there's a different category of funds that invests in bonds of up to three months maturity, from the one that invests in bonds maturing in three to six months, and so on. We believe that such a nuanced classification adds little value to retail investors. They can avoid this complexity and simply invest the money they don't need for up to a year in a Liquid fund."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By Research Desk
3 min read•By Research Desk
5 min read•By Research Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Magnum Low Duration Fund - Institutional Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Magnum Low Duration Fund - Institutional Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Magnum Low Duration Fund - Institutional Plan, is ₹3,531.0076 as of 18-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
Chhattisgarh State SDL 7.03 28/08/2026 |
5.88
|
|
Trent Ltd Debenture 5.78 29/05/2026 |
3.38
|
|
HDFC Bank Ltd CD 24/03/2026 |
3.23
|
|
IndiGrid Infrastructure Trust SR ONE RR NCD 14/02/2029 |
2.65
|
|
HDFC Bank Ltd CD 12/03/2026 |
2.27
|
Over the past five years, SBI Magnum Low Duration Fund - Institutional Plan has delivered an annualised return of 5.67% as of 18-May-2025.
The minimum investment required to start investing in SBI Magnum Low Duration Fund - Institutional Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
