Should I invest in SBI Magnum Income Fund - F R P - Short Term - Weekly (D)?

We don't give personal investment advice. SBI Magnum Income Fund - F R P - Short Term - Weekly (D) is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.86%.

SBI

SBI Magnum Income Fund - F R P - Short Term - Weekly (D)

Latest NAV

₹16.1938

As of

12 Jun 2026

4,898 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	-0.04%	-0.04%	0.00	41 / 51	Q4
1W	+0.03%	+0.16%	-0.13	35 / 51	Q3
2W	+0.24%	+0.32%	-0.08	31 / 51	Q3
1M	+0.15%	+0.30%	-0.15	33 / 51	Q3
3M	+1.06%	+0.58%	+0.48	19 / 51	Q2
6M	+2.33%	+1.03%	+1.30	19 / 51	Q2
YTD	+1.99%	+1.00%	+0.99	20 / 51	Q2
1Y	+5.24%	+2.22%	+3.02	19 / 51	Q2
2Y	+6.50%	+2.84%	+3.67	19 / 51	Q2
3Y	+6.66%	+3.11%	+3.55	18 / 43	Q2
4Y	+6.55%	+3.13%	+3.42	18 / 43	Q2
5Y	+5.86%	+2.80%	+3.06	16 / 43	Q2
7Y	+4.99%	+2.67%	+2.33	17 / 43	Q2
10Y	+3.47%	+2.73%	+0.74	18 / 42	Q2
Inception	+2.34%	+3.47%	-1.12	20 / 50	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	+1.99%	+0.94%	+1.05	17 / 42
2025	+7.05%	+3.15%	+3.89	14 / 42
2024	+7.19%	+3.39%	+3.79	15 / 41
2023	+6.90%	+3.51%	+3.39	16 / 39
2022	+4.31%	+2.03%	+2.28	12 / 41
2021	+3.33%	+1.44%	+1.89	11 / 41
2020	+4.20%	+2.26%	+1.94	17 / 47
2019	-0.02%	+2.96%	-2.98	38 / 47
2018	+0.00%	+2.57%	-2.57	29 / 43
2017	+0.00%	+2.37%	-2.37	24 / 43
2016	-0.05%	+2.97%	-3.03	40 / 44

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

+2.36%

234 windows

min -0.2% · max 7.8%

85% positive

3-Year rolling

+2.19%

210 windows

min 0.0% · max 7.1%

89% positive

5-Year rolling

+1.94%

186 windows

min 0.0% · max 5.9%

91% positive

7-Year rolling

+1.68%

161 windows

min 0.0% · max 5.0%

99% 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

0.54%

3-year · annualised

Sharpe ratio

-0.06

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.16%

May 2026 → May 2026

% positive months

100.0%

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 Money Market Fund

Scheme	Fund house	NAV	As of
HDFC Cash Management Fund - Savings Plan-Daily Dividend Option	HDFC	₹1,063.6321	12 Jun 2026
NIPPON INDIA MONEY MARKET FUND - QUARTERLY IDCW Option	Nippon India	₹1,026.4021	12 Jun 2026
SBI Magnum Income Fund - F R P - Short Term - (G)	SBI	₹43.7244	12 Jun 2026
ICICI Prudential Money Market Fund Option - IDCW Others	ICICI Prudential	₹184.5042	12 Jun 2026
Invesco India Money Market Fund - Daily IDCW (Reinvestment)	Invesco	₹1,000.2712	12 Jun 2026
Franklin India Money Market Fund - DP - Wkly IDCW R	Franklin India	₹10.1034	12 Jun 2026
Templeton Floating Rate Income Fund-Long Term Plan-Dividend Option	Franklin Templeton	₹11.2123	12 Jun 2026
Kotak Floater Short Term-(Growth)	Kotak Mahindra	₹4,754.9266	12 Jun 2026
DSP BlackRock Treasury Bill Fund - Dividend	DSP BlackRock	₹12.3911	12 Jun 2026
UTI MMF - Instn Growth Plan	UTI	₹3,266.3630	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹16.1938
11 Jun 2026	₹16.2221
10 Jun 2026	₹16.2289
9 Jun 2026	₹16.2256
8 Jun 2026	₹16.2085
5 Jun 2026	₹16.1938
4 Jun 2026	₹16.2172
3 Jun 2026	₹16.2145
2 Jun 2026	₹16.2120
1 Jun 2026	₹16.2079

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 Income Fund - F R P - Short Term - Weekly (D) is ₹16.1938. It's a Money Market Fund from SBI, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

SBI Magnum Income Fund - F R P - Short Term - Weekly (D) 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 Income Fund - F R P - Short Term - Weekly (D) is managed by SBI. It's classified by AMFI under the 'Money Market Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Magnum Income Fund - F R P - Short Term - Weekly (D) has delivered a absolute return of 5.24% — +3.02 pp ahead of the Money Market Fund category average of 2.22%. The fund ranks #19 of 51 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI Magnum Income Fund - F R P - Short Term - Weekly (D) has delivered a CAGR of 6.66% — +3.55 pp ahead of the Money Market Fund category average of 3.11%. The fund ranks #18 of 43 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI Magnum Income Fund - F R P - Short Term - Weekly (D) has delivered a CAGR of 5.86% — +3.06 pp ahead of the Money Market Fund category average of 2.80%. The fund ranks #16 of 43 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Magnum Income Fund - F R P - Short Term - Weekly (D) exactly 10 years ago would be worth approximately ₹140,695 today — a multiplier of 1.41×, based on the 10-year CAGR of 3.47%. The category average over the same window would have grown ₹1 lakh to ₹130,944.

A ₹10,000 monthly SIP in SBI Magnum Income Fund - F R P - Short Term - Weekly (D) over the last 5 years — total invested ₹600,000 — would be worth ₹704,458 today. That's an XIRR (money-weighted annualised return) of 6.35%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Income Fund - F R P - Short Term - Weekly (D) = ₹1,200,000 invested. It would currently be worth ₹1,542,111 (multiplier 1.29×). XIRR: 4.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum Income Fund - F R P - Short Term - Weekly (D) ranks #16 out of 43 funds in the Money Market Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 2.80%; this fund delivered 5.86%.

The worst peak-to-trough decline SBI Magnum Income Fund - F R P - Short Term - Weekly (D) has experienced over the last 5-year window is 0.27% — its NAV fell from a high on 02 May 2022 to a low on 06 May 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 Income Fund - F R P - Short Term - Weekly (D) averaged 1.94% (best 5.90%, worst -0.02%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is -1.28 — negative risk-adjusted performance.

In calendar year 2025, SBI Magnum Income Fund - F R P - Short Term - Weekly (D) returned 7.05% — beating the Money Market Fund category average of 3.15% by 3.89 pp. It ranked #14 of 42 in its category that year.

SBI Magnum Income Fund - F R P - Short Term - Weekly (D) is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. SBI Magnum Income Fund - F R P - Short Term - Weekly (D) is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.86%.

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