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SBI Long Duration Fund - Direct Plan - Growth

SBI · Long Duration
Moderate
₹12.81
Current NAV
04 Nov 2026
2.8%
1Y Return
6.4%
3Y CAGR
19.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.21%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.61
Sharpe Ratio
0.51
Beta
-0.89
Alpha
0.74
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹7660 Cr
Expense Ratio 0.21%
Min SIP ₹500
Min Lumpsum ₹1000
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