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SBI Medium to Long Duration Fund - Direct Plan - Half Yearly - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Long Duration
Moderate
₹22.90
Current NAV
05 Nov 2026
4.3%
1Y Return
6.9%
3Y CAGR
6.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.53%.
  • 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
0.63
Sharpe Ratio
0.53
Beta
-2.87
Alpha
0.77
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹3180 Cr
Expense Ratio 0.53%
Min SIP ₹500
Min Lumpsum ₹1000
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