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SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH

SBI · Medium Duration
Moderate
₹54.85
Current NAV
04 Nov 2026
5.0%
1Y Return
7.0%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.65).
  • Very large asset base (AUM: ₹13,700 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.15%) which can affect compounding over long horizons.
  • 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
1.65
Sharpe Ratio
0.95
Beta
-2.85
Alpha
2.23
Sortino
Fund Details
Fund House SBI
Category Medium Duration
AUM ₹13700 Cr
Expense Ratio 2.15%
Min SIP ₹500
Min Lumpsum ₹1000
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