SBI Magnum Medium Duration Fund

Ticker: mf12609
Decent 68/100

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Business Overview

SBI Magnum Medium Duration Fund is a well-structured mutual fund designed for investors seeking moderate risk and stable returns over a medium-term horizon. Ideal for those who want to diversify their portfolio while maintaining liquidity, this fund invests primarily in medium-duration debt instruments. It matters because it offers a balanced approach to wealth accumulation, catering to both conservative and growth-oriented investors. With expert management and a strong track record, this fund is a reliable choice for prudent financial planning.

  • Moderate risk profile suitable for conservative investors
  • Focus on medium-duration debt instruments
  • Expert management by SBI Mutual Fund
  • Potential for stable returns over the medium term
  • Good option for portfolio diversification
  • Liquidity for short to medium-term financial goals

Opportunity vs Risk

Opportunities
  • Stable returns in medium duration
  • Diversification in fixed income
  • Potential tax benefits on investments
  • Experienced fund management team
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk in bond holdings
  • Market volatility impact
  • Liquidity constraints during redemption
📊 Stock Investment Checklist (100 Points)
SBI Magnum Medium Duration Fund • Updated: 2025-09-29 16:20:52
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI Magnum Medium Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.


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