SBI Magnum Ultra Short Duration Fund Direct Growth

Scheme code: INF200K01TF5 NAV value: ₹ 5993.7575 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.788.387.553.46
3 year4.516.945.365.7
5 year5.657.836.426.19
7 year6.248.306.927.3
10 year6.707.226.967.84
12 year7.137.267.2012.97

Rolling return for 1 year

- Average return: 7.55% - Median return: 7.56% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 5.36% - Median return: 5.12% - Average standard deviation: 0.12

Rolling return for 5 year

- Average return: 6.42% - Median return: 6.16% - Average standard deviation: 0.08

Rolling return for 7 year

- Average return: 6.92% - Median return: 6.54% - Average standard deviation: 0.06

Rolling return for 10 year

- Average return: 6.96% - Median return: 6.93% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 7.2% - Median return: 7.2% - Average standard deviation: 0.04

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,41,21741,2173.44
3 year36,00,00039,05,5793,05,5792.75
5 year60,00,00069,66,5899,66,5893.03
7 year84,00,0001,05,19,75221,19,7523.27
10 year1,20,00,0001,65,68,12545,68,1253.28
12 year1,44,00,0002,16,74,64672,74,6463.47

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,217 - Absolute Returns: ₹41,217 - CAGR: 3.44%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,05,579 - Absolute Returns: ₹3,05,579 - CAGR: 2.75%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,66,589 - Absolute Returns: ₹9,66,589 - CAGR: 3.03%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,19,752 - Absolute Returns: ₹21,19,752 - CAGR: 3.27%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,65,68,125 - Absolute Returns: ₹45,68,125 - CAGR: 3.28%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,16,74,646 - Absolute Returns: ₹72,74,646 - CAGR: 3.47%