SBI Magnum Low Duration Fund(DD-IDCW)

Ticker: mf14377
Decent 72/100

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Business Overview

SBI Magnum Low Duration Fund is a dynamic investment option designed for investors seeking stable returns with moderate risk. Ideal for those looking to park their money for a short to medium term, this fund focuses on low-duration debt securities, providing liquidity and capital preservation. It matters as it offers a balance between safety and returns, catering to both conservative and moderately aggressive investors. With SBI's trusted management, this fund stands as a reliable choice for wealth accumulation.

  • Invests in low-duration debt securities
  • Ideal for short to medium-term investors
  • Focuses on capital preservation and liquidity
  • Managed by SBI's experienced fund managers
  • Offers a balance of safety and returns

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Diversification in fixed income portfolio
  • Potential for capital appreciation
  • Regular income through dividends
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affecting NAV
  • Liquidity risk in low demand periods
📊 Stock Investment Checklist (100 Points)
SBI Magnum Low Duration Fund(DD-IDCW) • Updated: 2025-10-01 07:12:11
  • 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 healthy, but OCF is slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong with good disclosure practices.
  • 6
    Drivers
    Good
    Some growth catalysts present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and liquidity should be monitored.