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SBI Medium to Long Duration Fund-REGULAR PLAN-Bonus

SBI · Long Duration
Moderate
₹44.73
Current NAV
04 Nov 2026
3.2%
1Y Return
6.0%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.03).
  • Very large asset base (AUM: ₹24,080 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.83%) which can affect compounding over long horizons.
  • 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
0.53
Sharpe Ratio
1.03
Beta
6.03
Alpha
0.60
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹24080 Cr
Expense Ratio 1.83%
Min SIP ₹500
Min Lumpsum ₹1000
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