SBI Magnum Hybrid Long-Short Fund
A trusted offering from SBI – blending equities, debt, and derivatives with a disciplined, risk-managed strategy for stable long-term wealth creation.
Why Choose SBI Magnum?
Magnum carries SBI’s legacy of trust and scale, combining hybrid allocation with rigorous research-driven strategies for steady returns.(Diversified equity + debt portfolio with tactical derivative overlay.)
Positioned for All-Weather Investing
Magnum = SBI Trust + Hybrid Advantage
Core Stability + Growth Drivers
Debt Accrual
Equity Allocation
Arbitrage
Derivatives
Debt & arbitrage form the stability core, with selective equity and derivatives adding alpha for consistent performance.
Portfolio Construction
Debt & Bonds
High-quality fixed income providing accrual
Allocation: 40–60%
Equity Allocation
Large & mid-cap stocks for growth
Allocation: 20–30%
Arbitrage
Cash-future spread capture
Allocation: 10–20%
Derivatives
Hedging + tactical overlays
Allocation: 5–10%
What Makes Magnum Attractive?
SBI Trust
Strong brand, governance & investor confidence.
Diversified Strategy
Balanced mix of debt, equity, arbitrage & derivatives.
Tax Efficiency
Long-term capital gains taxed at just 12.5% post 2 years.
Risk-managed
Prudent hedging & active monitoring reduce drawdowns.
Institutional Scale
SBI AMC’s scale ensures access to best opportunities.
Scheme Details
| Name | SBI Magnum Hybrid Long-Short Fund |
| Objective | Blend of capital appreciation and income stability using equity, debt, arbitrage & derivatives. |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Category | Hybrid Long-Short |
| Frequency | Subscription: Daily | Redemption: Mon & Wed |
| Exit Load | 0.5% if redeemed within 180 days | Nil after |
| Min Investment | ₹10 lakh |
| Options | Lump sum, SIP, STP, SWP |
What to Expect in Market Cycles
Flat Market
- Arbitrage
- Debt income
- Covered Calls
Bull Market
- Equity exposure
- Special Situations
- Tactical Derivatives
Bear Market
- Debt + Arbitrage
- Short overlays
- Hedging
Performance Notes
- Outperform: Bull + Flat markets
- Resilient in volatile/bear phases due to hedging
Disclaimer
Investments in Specialized Investment Funds are subject to market risks, including potential capital loss. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results.