Debt
●
Medium To Long Duration
Current NAV
₹71.47
Expense Ratio
1.47%
Min SIP
₹500
Fund Size
₹2162Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y
Alpha
-0.04%
Beta
0.69
Sharpe Ratio
0.151828
Risk
7.45%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(6.55)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Mohit Jain
SBI Magnum Income FundTotal assets under management
₹1116.71L Crores
Date of incorporation
7 Feb 1992
Ans.
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Ans. The SBI Magnum Income Fund has an AUM of ₹2161.74 Cr as on 10/16/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.08%. The risk is Moderately High against the category average of 22.78.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on SBI Magnum Income Fund.
Ans. The expense ratio of SBI Magnum Income Fund is 1.47%.