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SBI Medium to Long Duration Fund-Regular Plan-Growth

Fixed Income

Medium to Long Duration Fund

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SBI Medium to Long Duration Fund Returns

NAV: ₹72.1173

As of 2026-05-29

1.16%

1yr

5.83%

3yr

5.41%

5yr

All

May-25Aug-25Nov-25Feb-26May-26

SBI Medium to Long Duration Fund Return Calculator

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SBI Medium to Long Duration Fund Overview

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About SBI Medium to Long Duration Fund-Regular Plan-Growth

The SBI Medium to Long Duration Fund-Regular Plan-Growth , a Medium to Long Duration Fund multi-cap fund   Open Ended Mutual Funds   from SBI Funds Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

SBI Medium to Long Duration Fund-Regular Plan-Growth - Performance

The SBI Medium to Long Duration Fund-Regular Plan-Growth has set a great track record, delivering an impressive 1-year return of 1.16. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹2,024.1069 Cr. and the latest NAV declared is 72.1173 as on 2026-05-29.

SBI Medium to Long Duration Fund-Regular Plan-Growth - Investment Strategy

The SBI Medium to Long Duration Fund-Regular Plan-Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

SBI Medium to Long Duration Fund-Regular Plan-Growth - Fees and Expenses

The SBI Medium to Long Duration Fund-Regular Plan-Growth has an expense ratio of 1.49 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

SBI Medium to Long Duration Fund-Regular Plan-Growth - SIP Planning

The SBI Medium to Long Duration Fund-Regular Plan-Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. SBI Medium to Long Duration Fund-Regular Plan-Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Medium to Long Duration Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Medium to Long Duration Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

500

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Min Lumpsum

₹5,000

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Fund Size(Cr)

₹2,024.11

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Expense Ratio

1.49%

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Exit Load

1%

Nil for 10% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y

SBI Medium to Long Duration Fund Holdings

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SBI Medium to Long Duration Fund AMC Details

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  • Fund House

    SBI Funds Management Private Limited

  • Fund Manager

    Mohit Jain

SBI Medium to Long Duration Fund FAQs

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How can I invest in the SBI Medium to Long Duration Fund?

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What are the historical returns of the SBI Medium to Long Duration Fund?

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What is the Net Asset Value (NAV) of SBI Medium to Long Duration Fund currently?

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Is SBI Medium to Long Duration Fund a good investment option for me?

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What are the expense ratios associated with SBI Medium to Long Duration Fund?

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Can I invest in both SIP and Lump Sum plans for SBI Medium to Long Duration Fund?

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How can I redeem my investments in the SBI Medium to Long Duration Fund?

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What is the current Asset Under Management (AUM) for SBI Medium to Long Duration Fund?

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How can I invest in the SBI Medium to Long Duration Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.