SBI Magnum Ultra Short Duration Fund(W-IDCW)

Ticker: mf14345
Decent 68/100

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Business Overview

SBI Magnum Ultra Short Duration Fund (W-IDCW) is designed for investors seeking a stable income with low risk. Ideal for conservative investors looking to park their funds for a short duration while earning attractive returns. This fund invests primarily in debt and money market instruments, making it a suitable choice for those wanting liquidity without compromising on returns. It matters as it offers a balance between safety and yield, catering to both individual and institutional investors.

  • Low-risk investment option
  • Ideal for short-term financial goals
  • Focus on debt and money market instruments
  • Provides liquidity with attractive returns
  • Managed by experienced professionals
  • Suitable for conservative investors

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Potential for capital appreciation
  • Diversification in fixed income
  • Tax efficiency for long-term investors
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from bond issuers
  • Market volatility impacts NAV
  • Liquidity risk in redemption

Peer Perspective

SBI Magnum Ultra Short Duration Fund is currently trading at a slight premium compared to peers like HDFC Ultra Short Fund and ICICI Prudential Ultra Short Fund; a rerating could occur with improved margin stability.
📊 Stock Investment Checklist (100 Points)
SBI Magnum Ultra Short Duration Fund(W-IDCW) • Updated: 2025-10-01 07:13:46
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Good promoter holding with minimal pledging.
  • 5
    Drivers
    Good
    Moderate growth drivers with some execution risks.
  • 5
    Technicals
    Good
    Market sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment option.