SBI Magnum Medium Duration Fund

November 24, 2025 RA Jainee Leave a reply

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SBI Magnum Medium Duration Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com 

NAV Growth: Rs 56.7604 
NAV IDCW Quarterly: Rs 22.0638 

Suitable For Which Investors? 
Medium Duration debt funds invest mainly in bonds maturing in about three to four years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio. 
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon. 

Fund’s Investment Strategy: 
The scheme seeks to provide investors an opportunity to generate attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years – 4 years. 

Fund Manager: 

1) ) Lokesh Mallya 
Education: Mr. Mallya is MBA and FRM. 
Experience: Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 – Aug 2009). 
2) Mohit Jain 
Education: Mr. Jain is B.E (Engineering) & CFA (Level III candidate) 
Experience: Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.