SBI Medium Duration Fund (Erstwhile known as SBI Magnum Medium Duration Fund)
Holdings
66
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
23%
Asset allocation
Portfolio
9Sectors
1Large positions
7.2%Top: [ICRA]AA+
0.0%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Equity23%
Debt69%
Top holdings
6.94% CGL 2036DEBT
8.1%6.68% CGL 2040DEBT
4.9%Godrej Properties Ltd.EQUITY
4.6%4.3%
Yes Bank Ltd.DEBT
3.5%3.4%
3.3%
Renserv Global Pvt Ltd.EQUITY
3.2%3.1%
2.9%
2.8%
2.8%
2.7%
2.4%
Cube Highways TrustREIT_INVIT
2.3%6.48% CGL 2035DEBT
2.2%Net Receivable / PayableDERIVATIVE
2.1%2.1%
1.2%
1.2%
Embassy Office Parks ReitREIT_INVIT
1.2%1.2%
Tata Power Company Ltd.EQUITY
1.2%0.99%
0.99%
0.99%
0.99%
Mindspace Business Parks ReitREIT_INVIT
0.87%Raajmarg Infra Investment TrustREIT_INVIT
0.84%0.78%
0.77%
REC Ltd.EQUITY
0.77%NJ Capital Pvt. Ltd.EQUITY
0.76%Astec Lifesciences Ltd.EQUITY
0.75%0.74%
6.75% CGL 2033DEBT
0.72%0.68%
0.61%
TREPSDERIVATIVE
0.52%0.45%
0.39%
0.39%
0.39%
0.39%
0.39%
0.39%
Brookfield India Real Estate TrustREIT_INVIT
0.37%6.90% CGL 2065DEBT
0.35%Corporate Debt Market Development Fund-A2MUTUAL_FUND
0.33%0.31%
Capital Infra TrustEQUITY
0.10%7.24% CGL 2055DEBT
0.07%0.07%
AI Smart summary
Portfolio read
- 23% equity, 69% debt.
- 66 disclosed positions across 9 classified equity sectors.
- Largest equity sector is [ICRA]AA+ at 7.2% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Medium Term Fund.
Sundaram Medium Duration Fund17 holdings · 85% top 10
UTI Medium Duration Fund16 holdings · 90% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
7.2%
4.3%
3.8%
3.2%
1.2%
1.2%
1.0%
0.8%
0.1%