Debt
●
Medium Duration
Current NAV
₹51.42
Expense Ratio
1.22%
Min SIP
₹500
Fund Size
₹6515Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 3M, Nil after 3M
Alpha
0.02%
Beta
0.45
Sharpe Ratio
0.262944
Risk
7.48%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(7.80)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Lokesh Mallya
SBI Magnum Medium Duration FundTotal assets under management
₹1116.71L Crores
Date of incorporation
7 Feb 1992
Ans.
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Ans. The SBI Magnum Medium Duration Fund has an AUM of ₹6514.83 Cr as on 8/11/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.39%. The risk is Moderately High against the category average of 23.85.
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 Medium Duration Fund.
Ans. The expense ratio of SBI Magnum Medium Duration Fund is 1.22%.