Should I invest in SBI Magnum Balanced Fund?

We don't give personal investment advice. SBI Magnum Balanced Fund - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.1%. 5-year CAGR: 10.33%.

SBI

SBI Magnum Balanced Fund - Growth

Latest NAV

₹306.7313

As of

12 Jun 2026

4,959 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.61%	-0.20%	-0.41	32 / 34	Q4
1W	-1.63%	-0.58%	-1.05	34 / 34	Q4
2W	-3.31%	-2.05%	-1.25	33 / 34	Q4
1M	+0.64%	-0.35%	+0.99	9 / 34	Q2
3M	+2.59%	-0.48%	+3.07	7 / 34	Q1
6M	-1.71%	-5.78%	+4.07	6 / 33	Q1
YTD	-2.91%	-6.89%	+3.97	5 / 33	Q1
1Y	+0.41%	-5.67%	+6.09	4 / 33	Q1
2Y	+6.62%	-1.20%	+7.82	3 / 33	Q1
3Y	+12.42%	+6.94%	+5.48	7 / 33	Q1
4Y	+12.70%	+8.71%	+3.99	10 / 32	Q2
5Y	+10.33%	+6.88%	+3.44	9 / 30	Q2
7Y	+11.85%	+8.64%	+3.21	10 / 30	Q2
10Y	+11.84%	+7.59%	+4.25	5 / 29	Q1
Inception	+11.75%	+6.31%	+5.43	6 / 34	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.91%	-7.43%	+4.52	3 / 31
2025	+12.02%	+2.10%	+9.91	3 / 31
2024	+14.31%	+12.84%	+1.47	15 / 31
2023	+15.98%	+17.18%	-1.20	18 / 31
2022	+2.27%	+1.09%	+1.18	16 / 31
2021	+23.19%	+23.51%	-0.32	17 / 31
2020	+12.75%	+10.62%	+2.13	10 / 31
2019	+13.23%	+3.54%	+9.69	3 / 32
2018	+0.31%	-7.66%	+7.97	4 / 32
2017	+26.88%	+16.43%	+10.45	2 / 32
2016	+3.24%	+2.00%	+1.23	12 / 26

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.02%

234 windows

min -45.6% · max 83.8%

84% positive

3-Year rolling

+12.74%

210 windows

min -1.3% · max 28.1%

99% positive

5-Year rolling

+12.71%

186 windows

min 2.0% · max 19.9%

100% positive

7-Year rolling

+12.92%

161 windows

min 7.5% · max 19.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

8.44%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.22

Downside-only deviation

Max drawdown

-10.02%

Jan 2026 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	12 Jun 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹64.9981	12 Jun 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹42.2700	12 Jun 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹27.7951	12 Jun 2026
Kotak Balance	Kotak Mahindra	₹36.9910	12 Jun 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹26.6500	12 Jun 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹90.1700	12 Jun 2026
UTI â€“ Balanced Fund-Growth	UTI	₹395.3873	12 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.3500	11 Jun 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹165.2700	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹306.7313
11 Jun 2026	₹302.2280
10 Jun 2026	₹304.0878
9 Jun 2026	₹306.1169
8 Jun 2026	₹304.1345
5 Jun 2026	₹307.4286
4 Jun 2026	₹307.2400
3 Jun 2026	₹307.3408
2 Jun 2026	₹308.4988
1 Jun 2026	₹307.0627

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of SBI Magnum Balanced Fund - Growth is ₹306.7313. It's a Aggressive Hybrid Fund from SBI, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

SBI Magnum Balanced Fund - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI Magnum Balanced Fund - Growth is managed by SBI. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Magnum Balanced Fund - Growth has delivered a absolute return of 0.41% — +6.09 pp ahead of the Aggressive Hybrid Fund category average of -5.67%. The fund ranks #4 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI Magnum Balanced Fund - Growth has delivered a CAGR of 12.42% — +5.48 pp ahead of the Aggressive Hybrid Fund category average of 6.94%. The fund ranks #7 of 33 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Magnum Balanced Fund - Growth has delivered a CAGR of 10.33% — +3.44 pp ahead of the Aggressive Hybrid Fund category average of 6.88%. The fund ranks #9 of 30 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Magnum Balanced Fund - Growth exactly 10 years ago would be worth approximately ₹306,300 today — a multiplier of 3.06×, based on the 10-year CAGR of 11.84%. The category average over the same window would have grown ₹1 lakh to ₹207,911.

A ₹10,000 monthly SIP in SBI Magnum Balanced Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹767,309 today. That's an XIRR (money-weighted annualised return) of 9.77%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Balanced Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,196,270 (multiplier 1.83×). XIRR: 11.62%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum Balanced Fund - Growth ranks #9 out of 30 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.88%; this fund delivered 10.33%.

The worst peak-to-trough decline SBI Magnum Balanced Fund - Growth has experienced over the last 5-year window is 13.07% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Magnum Balanced Fund - Growth averaged 12.71% (best 19.86%, worst 1.98%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.42 — weak risk-adjusted performance.

In calendar year 2025, SBI Magnum Balanced Fund - Growth returned 12.02% — beating the Aggressive Hybrid Fund category average of 2.10% by 9.91 pp. It ranked #3 of 31 in its category that year.

SBI Magnum Balanced Fund - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. SBI Magnum Balanced Fund - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.1%. 5-year CAGR: 10.33%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.