Should I invest in SBI Magnum Index Fund?

We don't give personal investment advice. SBI Magnum Index Fund - Growth 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: 9.79%.

SBI

SBI Magnum Index Fund - Growth

Latest NAV

₹216.2257

As of

17 Jul 2026

4,984 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	+1.10%	+0.52%	+0.58	18 / 77	Q1
1W	+0.54%	+0.22%	+0.33	21 / 77	Q2
2W	+0.30%	+0.26%	+0.04	26 / 75	Q2
1M	+1.33%	+1.03%	+0.30	24 / 74	Q2
3M	+0.40%	+1.46%	-1.06	40 / 62	Q3
6M	-4.90%	-0.94%	-3.96	44 / 62	Q3
YTD	-6.51%	-2.02%	-4.49	44 / 61	Q3
1Y	-2.43%	+1.31%	-3.74	42 / 61	Q3
2Y	+0.11%	+2.10%	-1.98	33 / 54	Q3
3Y	+7.93%	+9.78%	-1.85	22 / 52	Q2
4Y	+11.27%	+12.04%	-0.77	17 / 36	Q2
5Y	+9.79%	+9.55%	+0.24	7 / 24	Q2
7Y	+11.95%	+11.69%	+0.26	8 / 23	Q2
10Y	+11.57%	+11.23%	+0.34	8 / 22	Q2
Inception	+10.00%	+7.79%	+2.22	24 / 77	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	-6.51%	-2.02%	-4.49	44 / 61
2025	+10.88%	+7.96%	+2.92	16 / 57
2024	+9.43%	+12.60%	-3.17	23 / 52
2023	+20.10%	+21.36%	-1.26	19 / 46
2022	+5.10%	+3.06%	+2.04	11 / 30
2021	+24.34%	+23.37%	+0.96	6 / 23
2020	+14.46%	+15.15%	-0.69	20 / 23
2019	+12.04%	+11.82%	+0.23	16 / 23
2018	+4.74%	+4.05%	+0.69	12 / 22
2017	+28.08%	+27.94%	+0.14	6 / 22
2016	+3.17%	+2.43%	+0.74	7 / 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

+12.56%

236 windows

min -56.0% · max 88.0%

80% positive

3-Year rolling

+10.96%

211 windows

min -3.2% · max 29.7%

97% positive

5-Year rolling

+10.84%

187 windows

min -1.5% · max 23.9%

98% positive

7-Year rolling

+10.68%

163 windows

min 4.2% · max 15.6%

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

11.26%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.27

Downside-only deviation

Max drawdown

-15.62%

Sep 2024 → Mar 2025

% positive months

58.3%

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	₹232.2210	17 Jul 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option	Nippon India	₹39.9542	17 Jul 2026
SBI Magnum Index Fund - Dividend	SBI	₹110.9364	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹25.7171	17 Jul 2026
Franklin India Index Fund- Nifty Plan - Dividend Plan	Franklin Templeton	₹197.1884	17 Jul 2026
UTI - NIFTY Index Fund-Growth Option	UTI	₹168.4731	17 Jul 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹24.7952	17 Jul 2026
Groww Nifty Private Bank Index Fund Direct Growth		₹10.6069	17 Jul 2026
LICMF Index Fund-Nifty-Dividend	LIC	₹49.6076	17 Jul 2026
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Sundaram	₹183.2326	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹216.2257
16 Jul 2026	₹213.8723
15 Jul 2026	₹213.9243
14 Jul 2026	₹213.6674
13 Jul 2026	₹215.0848
10 Jul 2026	₹215.0555
9 Jul 2026	₹212.8514
8 Jul 2026	₹212.1246
7 Jul 2026	₹216.7177
6 Jul 2026	₹216.9784

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 Index Fund - Growth is ₹216.2257. 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 - 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 Index Fund - Growth 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 - Growth has delivered a absolute return of -2.43% — -3.74 pp behind the Index Fund category average of 1.31%. The fund ranks #42 of 61 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Magnum Index Fund - Growth has delivered a CAGR of 7.93% — -1.85 pp behind the Index Fund category average of 9.78%. The fund ranks #22 of 52 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI Magnum Index Fund - Growth has delivered a CAGR of 9.79% — +0.24 pp ahead of the Index Fund category average of 9.55%. The fund ranks #7 of 24 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI Magnum Index Fund - Growth exactly 10 years ago would be worth approximately ₹298,915 today — a multiplier of 2.99×, based on the 10-year CAGR of 11.57%. The category average over the same window would have grown ₹1 lakh to ₹289,863.

A ₹10,000 monthly SIP in SBI Magnum Index Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹725,858 today. That's an XIRR (money-weighted annualised return) of 7.55%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Index Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,152,149 (multiplier 1.79×). XIRR: 11.24%. 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 - Growth ranks #7 out of 24 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 9.55%; this fund delivered 9.79%.

The worst peak-to-trough decline SBI Magnum Index Fund - Growth 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 - Growth averaged 10.84% (best 23.87%, worst -1.54%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — weak risk-adjusted performance.

In calendar year 2025, SBI Magnum Index Fund - Growth returned 10.88% — beating the Index Fund category average of 7.96% by 2.92 pp. It ranked #16 of 57 in its category that year.

SBI Magnum Index Fund - Growth 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 - Growth 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: 9.79%.

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