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SBI Magnum Low Duration Fund

SBI Magnum Low Duration Fund

Fund Overview

AUM (Fund size) ₹16,746 Cr
Exit load 0%
Lock-in Period Nil
Age 18 yrs 4 m since Jul 19, 2007
Benchmark CRISIL Low Duration Debt A-I Index
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 0.94% as on Oct 31, 2025
Plan type Regular
Risk Moderate
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 Low Duration Fund 0.45% 2.91% 7.15% 7.08% 5.61% 6.58%
UTI Low Duration Fund 0.51% 3.19% 7.65% 7.49% 7.11% 6.16%
DSP Low Duration Fund 0.45% 2.94% 7.25% 7.2% 5.76% 6.69%
Sundaram Low Duration Fund 0.42% 2.81% 6.95% 6.91% 7.05% 5.9%
Mirae Asset Low Duration Fund 0.45% 2.98% 7.23% 7.05% 5.56% 5.98%
Fund Name Std. deviation Beta Sharpe Sortino
SBI Magnum Low Duration Fund 0.38 1.09 1.70 3.65
UTI Low Duration Fund 0.39 1.07 2.54 5.61
DSP Low Duration Fund 0.38 1.09 1.98 3.49
Sundaram Low Duration Fund 0.39 1.01 1.24 2.54
Mirae Asset Low Duration Fund 0.36 1.01 1.69 3.22
Fund Name AUM Fund Age Expense Ratio
SBI Magnum Low Duration Fund 16,746 Cr 18 yrs 4 m 0.94%
UTI Low Duration Fund 2,814 Cr 22 yrs 8 m 0.46%
DSP Low Duration Fund 5,872 Cr 10 yrs 8 m 0.62%
Sundaram Low Duration Fund 397 Cr 21 yrs 3 m 1.15%
Mirae Asset Low Duration Fund 2,676 Cr 17 yrs 8 m 0.85%

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