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Mutual Fund Review – SBI Magnum Balanced

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Fund Name: SBI Magnum Balanced (G)

Crisil Rank – NA

Category: Equity – Hybrid oriented

Expense Ratio: 2.85%

Risk Level: Average

Benchmark: Crisil balanced

Objective: To achieve capital appreciation from a balanced portfolio of equity and debt securities.

Returns (Annualized)


Our Review

SBI Magnum Balanced fund (G) has made its inception in the year 1995. Since inception, it has generated returns of 16.14% annualized. It has managed to beat its benchmark index in the 1, 3 and 5 year returns category.

Top 5 holdings include HDFC bank, Repco home finance, ICICI bank, Great eastern shipping and Infosys in the equity category. It has a very good balance of debt and equity investments. If you are someone who want to have exposure to both debt and equity for a long term, this fund can be your choice.


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