SBI Magnum Income Direct Plan Growth

Debt
Medium to Long Duration
Moderately High Risk
+8.28%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Oct 2025
₹77.16
Rating
4
Min. SIP amount
₹500
Fund size
₹2,161.74Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (21)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.62%
GOI
SovereignGOI Sec13.95%
GOI
SovereignGOI Sec8.18%
FinancialBonds7.06%
Bihar State
OthersSDL4.48%
GOI
SovereignGOI Sec4.09%
Torrent Power Ltd.
EnergyDebenture3.61%
Renew Solar Energy (Jharkhand Five) Pvt. Ltd.
OthersNCD3.30%
H.G. Infra Engineering Ltd.
ConstructionDebenture2.78%
FinancialBonds2.78%
JTPM Metal Traders Ltd.
Metals & MiningDebenture2.78%
FinancialDebenture2.56%
Tata Power Renewable Energy Ltd.
Capital GoodsDebenture2.36%
JM Financial Credit Solutions Ltd.
FinancialDebenture2.34%
Shivshakti Securitisation Trust
OthersSec. Debt2.32%
Siddhivinayak Securitisation Trust
OthersSec. Debt2.31%
National Highways Infra Trust
ConstructionDebenture1.73%
Bharti Telecom Ltd.
CommunicationNCD1.20%
FinancialNCD1.17%
Godrej Seeds & Genetics Ltd.
Consumer StaplesNCD1.15%
FinancialNCD0.52%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.1%8.3%6.5%8.1%
Category average6.2%7.3%5.4%NA
Rank with in category643NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.77%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Mohit Jain
Jul 2025 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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