SBI Magnum Gilt Fund - Short Term

  • Category: DEBT
  • AAUM: 295.74 Cr as on 28 Oct 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-Oct-2016
Expense Ratio*: 0.69
Modified Duration*: 2.24
Average Maturity*: 2.82 years
Yield To Maturity*: 6.62
As on  31/10/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
GOVERNMENT OF INDIA 66.12
STATE GOVERNMENT OF UTTAR PRADESH 0.97
Sectoral Breakdown (in %)
IndustryRatio
DATED GOVT SECURITIES 67.09
SHORT TERM DEPOSITS 0.00
CBLO/REVERSE REPO 32.27
NCA 0.64
  • If you have the investment horizon between 24 months there are very few investment avenues. For such tenure investing in liquid schemes/ ultra short term fund might not be good choice as they give relatively low returns and investing in the avenues such as income funds is not advisable considering the risk profile.
  • Short term fund invests primarily in money market securities and debt securities. Thus they provide an avenue for investment between 24 months along with the high liquidity.
  • SBI Magnum Gilt Fund - Short-Term Plan invests only in government securities. This fund is normally managed to a maximum average portfolio-maturity of three years.
Fund Manager
  • Mr. Dinesh Ahuja

    Managing this fund since Jan 2011.

    Total experience 18 years .

  • Investment Objective
    • To provide the investors with returns generated through investments in government securities issued by the Central Government and / or a State Government.

      Short Term

    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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