SBI Magnum Low Duration Fund(W-IDCW)

Ticker: mf14375
Decent 48/100

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Business Overview

SBI Magnum Low Duration Fund (W-IDCW) is an ideal investment option for individuals seeking moderate returns with lower risk exposure. This fund primarily invests in debt and money market instruments, making it suitable for conservative investors looking for stability in their portfolios. It aims to provide regular income while preserving capital, making it a great choice for short to medium-term financial goals. With SBI's trusted management, this fund offers a reliable avenue for wealth accumulation.

  • Ideal for conservative investors
  • Focuses on debt and money market instruments
  • Aims for moderate returns with lower risk
  • Suitable for short to medium-term goals
  • Managed by SBI's experienced team
  • Offers regular income while preserving capital

Opportunity vs Risk

Opportunities
  • Stable returns in low interest rate environment
  • Diversification for fixed income portfolio
  • Potential for capital appreciation
  • Regular income through dividend payouts
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from underlying securities
  • Market volatility can affect NAV
  • Liquidity risk during market downturns
📊 Stock Investment Checklist (100 Points)
SBI Magnum Low Duration Fund(W-IDCW) • Updated: 2025-10-01 07:13:05
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Consistent revenue growth but profit margins have been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow has been inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are average compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential for moderate returns but carries certain risks that investors should consider.