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SBI Magnum Income Fund

SBI Magnum Income Fund

Fund Overview

AUM (Fund size) ₹2,171 Cr
Exit load 1.0%
Lock-in Period Nil
Age 27 yrs 1 m since Oct 06, 1998
Benchmark CRISIL Medium to Long Duration Debt A-III Index
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 1.5% as on Oct 31, 2025
Plan type Regular
Risk Moderately High
Tax on your gains Profits are added to your income and taxed as per your slab rate

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
SBI Magnum Income Fund 0.21% 0.52% 6.34% 7.14% 5.58% 7.44%
ICICI Prudential Bond Fund 0.02% 0.68% 6.95% 7.59% 5.74% 7.17%
LIC MF Medium to Long Duration Fund 0.22% 0.2% 6.63% 7.29% 5.14% 6.27%
Nippon India Medium to Long Duration Fund -0.14% -0.44% 5.27% 6.56% 4.86% 6.75%
Aditya Birla Sun Life Income Plus Arbitrage Active FoF 0.39% 2.42% 7.8% 7.42% 5.91% 6.89%
Fund Name Std. deviation Beta Sharpe Sortino
SBI Magnum Income Fund 1.96 1.14 0.50 0.70
ICICI Prudential Bond Fund 1.98 1.13 0.68 0.86
LIC MF Medium to Long Duration Fund 2.33 1.34 0.49 0.68
Nippon India Medium to Long Duration Fund 2.42 1.42 0.20 0.27
Aditya Birla Sun Life Income Plus Arbitrage Active FoF 1.16 N.A. 0.82 1.30
Fund Name AUM Fund Age Expense Ratio
SBI Magnum Income Fund 2,171 Cr 27 yrs 1 m 1.5%
ICICI Prudential Bond Fund 2,890 Cr 17 yrs 3 m 1.03%
LIC MF Medium to Long Duration Fund 201 Cr 26 yrs 7 m 1.22%
Nippon India Medium to Long Duration Fund 427 Cr 27 yrs 11 m 1.53%
Aditya Birla Sun Life Income Plus Arbitrage Active FoF 1,301 Cr 18 yrs 11 m 0.42%

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