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SBI Long Duration Fund - Regular Plan - Growth

SBI · Long Duration
Moderate
₹12.61
Current NAV
04 Nov 2026
2.4%
1Y Return
6.0%
3Y CAGR
18.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.13).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • 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
1.13
Sharpe Ratio
1.33
Beta
5.13
Alpha
1.28
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹6680 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
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