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: 10.99%.

SBI

SBI Magnum Balanced Fund - Growth

Latest NAV

₹315.8062

As of

17 Jul 2026

4,983 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	+0.39%	+0.27%	+0.12	11 / 34	Q2
1W	+0.20%	+0.10%	+0.10	10 / 34	Q2
2W	+0.02%	+0.11%	-0.10	24 / 34	Q3
1M	+1.45%	+1.33%	+0.12	14 / 34	Q2
3M	+2.56%	+1.78%	+0.78	10 / 34	Q2
6M	+3.09%	-1.13%	+4.22	5 / 33	Q1
YTD	+1.45%	-2.97%	+4.42	5 / 33	Q1
1Y	+3.88%	-2.16%	+6.04	7 / 33	Q1
2Y	+6.49%	-1.24%	+7.73	3 / 33	Q1
3Y	+12.72%	+7.06%	+5.67	8 / 33	Q1
4Y	+12.89%	+9.03%	+3.87	10 / 32	Q2
5Y	+10.99%	+7.52%	+3.47	9 / 30	Q2
7Y	+12.78%	+9.73%	+3.05	10 / 30	Q2
10Y	+12.02%	+7.68%	+4.33	5 / 29	Q1
Inception	+11.93%	+6.55%	+5.38	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	+1.45%	-3.27%	+4.72	4 / 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

+13.95%

236 windows

min -45.3% · max 78.7%

85% positive

3-Year rolling

+12.79%

211 windows

min -0.8% · max 28.1%

99% positive

5-Year rolling

+12.69%

187 windows

min 1.5% · max 19.8%

100% positive

7-Year rolling

+12.92%

163 windows

min 7.7% · max 19.4%

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

8.86%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.25

Downside-only deviation

Max drawdown

-10.02%

Jan 2026 → Mar 2026

% 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 Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹66.9211	17 Jul 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹43.5700	17 Jul 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹28.4960	17 Jul 2026
Kotak Balance	Kotak Mahindra	₹38.2850	17 Jul 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹27.0800	17 Jul 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹92.1900	17 Jul 2026
UTI â€“ Balanced Fund-Growth	UTI	₹408.2704	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.9200	17 Jul 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹172.1500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹315.8062
16 Jul 2026	₹314.5896
15 Jul 2026	₹314.5257
14 Jul 2026	₹314.4697
13 Jul 2026	₹314.7365
10 Jul 2026	₹315.1705
9 Jul 2026	₹312.0564
8 Jul 2026	₹311.4451
7 Jul 2026	₹316.1463
6 Jul 2026	₹316.6556

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 17 Jul 2026, the NAV of SBI Magnum Balanced Fund - Growth is ₹315.8062. 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 3 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 3.88% — +6.04 pp ahead of the Aggressive Hybrid Fund category average of -2.16%. The fund ranks #7 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 12.72% — +5.67 pp ahead of the Aggressive Hybrid Fund category average of 7.06%. The fund ranks #8 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 10.99% — +3.47 pp ahead of the Aggressive Hybrid Fund category average of 7.52%. 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 ₹311,082 today — a multiplier of 3.11×, based on the 10-year CAGR of 12.02%. The category average over the same window would have grown ₹1 lakh to ₹209,676.

A ₹10,000 monthly SIP in SBI Magnum Balanced Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹793,134 today. That's an XIRR (money-weighted annualised return) of 11.10%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Balanced Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,270,318 (multiplier 1.89×). XIRR: 12.25%. 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 7.52%; this fund delivered 10.99%.

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 12.69% (best 19.82%, worst 1.47%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — 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: 10.99%.

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