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SBI Magnum Medium Duration Fund
Fund Overview
| AUM (Fund size) | ₹6,886 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 22 yrs 1 m since Oct 01, 2003 |
| Benchmark | NIFTY Medium Duration Debt Index A-III |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.17% 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 Medium Duration Fund | 0.55% | 2.25% | 7.96% | 7.71% | 6.05% | 8.04% |
| ICICI Prudential Debt Management Fund (FOF) | 0.3% | 2.3% | 7.95% | 7.77% | 6.36% | 7.32% |
| ICICI Prudential Medium Term Bond Fund | 0.66% | 3.62% | 9.26% | 8.07% | 6.73% | 7.46% |
| Axis Strategic Bond Fund | 0.53% | 2.76% | 8.71% | 8.12% | 6.71% | 7.6% |
| Aditya Birla Sun Life Medium Term Fund | 0.53% | 3.26% | 11.56% | 9.54% | 11.92% | 8.54% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| SBI Magnum Medium Duration Fund | 1.21 | 0.66 | 1.07 | 1.69 |
| ICICI Prudential Debt Management Fund (FOF) | 1.13 | 0.60 | 1.13 | 1.46 |
| ICICI Prudential Medium Term Bond Fund | 1.03 | 0.54 | 1.47 | 2.57 |
| Axis Strategic Bond Fund | 1.17 | 0.64 | 1.41 | 2.50 |
| Aditya Birla Sun Life Medium Term Fund | 1.71 | 0.47 | 1.73 | 3.74 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| SBI Magnum Medium Duration Fund | 6,886 Cr | 22 yrs 1 m | 1.17% |
| ICICI Prudential Debt Management Fund (FOF) | 110 Cr | 22 yrs | 0.61% |
| ICICI Prudential Medium Term Bond Fund | 5,757 Cr | 21 yrs 3 m | 1.38% |
| Axis Strategic Bond Fund | 1,928 Cr | 13 yrs 8 m | 1.32% |
| Aditya Birla Sun Life Medium Term Fund | 2,807 Cr | 16 yrs 8 m | 1.57% |