Should I invest in SBI Magnum Index Fund?

We don't give personal investment advice. SBI Magnum Index Fund - Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.8%. 5-year CAGR: 9.01%.

SBI

SBI Magnum Index Fund - Dividend

Latest NAV

₹107.3886

As of

12 Jun 2026

4,960 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	+2.03%	+1.46%	+0.57	25 / 70	Q2
1W	+1.13%	+0.87%	+0.25	17 / 70	Q1
2W	+0.38%	+0.41%	-0.03	32 / 70	Q2
1M	+1.11%	+1.06%	+0.05	28 / 62	Q2
3M	+2.18%	+3.74%	-1.56	30 / 62	Q2
6M	-9.17%	-3.76%	-5.41	45 / 62	Q3
YTD	-9.50%	-4.38%	-5.11	44 / 61	Q3
1Y	-4.52%	+0.06%	-4.58	43 / 61	Q3
2Y	+1.23%	+3.00%	-1.77	33 / 54	Q3
3Y	+8.73%	+10.28%	-1.55	22 / 52	Q2
4Y	+11.28%	+12.62%	-1.34	16 / 35	Q2
5Y	+9.01%	+8.64%	+0.37	6 / 23	Q2
7Y	+10.93%	+10.68%	+0.25	7 / 23	Q2
10Y	+11.81%	+11.46%	+0.35	7 / 22	Q2
Inception	+10.04%	+8.01%	+2.03	21 / 70	Q2

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	-9.50%	-4.38%	-5.11	44 / 61
2025	+10.88%	+7.96%	+2.92	15 / 57
2024	+9.43%	+12.60%	-3.17	24 / 52
2023	+20.10%	+21.36%	-1.26	18 / 46
2022	+5.10%	+3.06%	+2.04	10 / 30
2021	+24.34%	+23.37%	+0.96	7 / 23
2020	+14.61%	+15.15%	-0.55	17 / 23
2019	+12.07%	+11.82%	+0.26	15 / 23
2018	+4.74%	+4.05%	+0.69	11 / 22
2017	+28.09%	+27.94%	+0.15	5 / 22
2016	+3.18%	+2.43%	+0.74	6 / 22

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

+12.82%

234 windows

min -55.1% · max 98.3%

81% positive

3-Year rolling

+11.11%

210 windows

min -0.7% · max 27.8%

97% positive

5-Year rolling

+10.93%

186 windows

min -0.5% · max 23.6%

99% positive

7-Year rolling

+10.79%

161 windows

min 4.2% · max 16.3%

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

12.09%

3-year · annualised

Sharpe ratio

0.23

vs risk-free 6.5%

Sortino ratio

0.40

Downside-only deviation

Max drawdown

-15.62%

Sep 2024 → Mar 2025

% positive months

63.9%

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 Index Fund

Scheme	Fund house	NAV	As of
HDFC Index Fund-Nifty Plan(FV Rs 10.326)	HDFC	₹224.8061	12 Jun 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option	Nippon India	₹38.5025	12 Jun 2026
SBI Magnum Index Fund - Growth	SBI	₹209.3107	12 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹24.7776	12 Jun 2026
Franklin India Index Fund- Nifty Plan - Dividend Plan	Franklin Templeton	₹190.9142	12 Jun 2026
UTI - NIFTY Index Fund-Growth Option	UTI	₹163.0499	12 Jun 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹24.0045	12 Jun 2026
Groww Nifty Private Bank Index Fund Direct Growth		₹10.2672	12 Jun 2026
LICMF Index Fund-Nifty-Dividend	LIC	₹48.0562	12 Jun 2026
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Sundaram	₹178.1939	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹107.3886
11 Jun 2026	₹105.2537
10 Jun 2026	₹105.4972
9 Jun 2026	₹105.6224
8 Jun 2026	₹105.0820
5 Jun 2026	₹106.1930
4 Jun 2026	₹106.3731
3 Jun 2026	₹106.3248
2 Jun 2026	₹106.6801
1 Jun 2026	₹106.2223

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 Index Fund - Dividend is ₹107.3886. It's a Index Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, SBI Magnum Index Fund - Dividend has delivered a absolute return of -4.52% — -4.58 pp behind the Index Fund category average of 0.06%. The fund ranks #43 of 61 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Magnum Index Fund - Dividend has delivered a CAGR of 8.73% — -1.55 pp behind the Index Fund category average of 10.28%. The fund ranks #22 of 52 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI Magnum Index Fund - Dividend has delivered a CAGR of 9.01% — +0.37 pp ahead of the Index Fund category average of 8.64%. The fund ranks #6 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Magnum Index Fund - Dividend exactly 10 years ago would be worth approximately ₹305,473 today — a multiplier of 3.05×, based on the 10-year CAGR of 11.81%. The category average over the same window would have grown ₹1 lakh to ₹295,926.

A ₹10,000 monthly SIP in SBI Magnum Index Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹710,962 today. That's an XIRR (money-weighted annualised return) of 6.72%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Index Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹2,109,364 (multiplier 1.76×). XIRR: 10.86%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum Index Fund - Dividend ranks #6 out of 23 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.64%; this fund delivered 9.01%.

The worst peak-to-trough decline SBI Magnum Index Fund - Dividend has experienced over the last 5-year window is 16.76% — its NAV fell from a high on 18 Oct 2021 to a low on 17 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 Index Fund - Dividend averaged 10.93% (best 23.62%, worst -0.45%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, SBI Magnum Index Fund - Dividend returned 10.88% — beating the Index Fund category average of 7.96% by 2.92 pp. It ranked #15 of 57 in its category that year.

SBI Magnum Index Fund - Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

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

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.8%. 5-year CAGR: 9.01%.

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