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SBI Medium to Long Duration Fund-REGULAR PLAN-Growth

SBI · Long Duration
Moderate
₹73.82
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
  • Highly cost-efficient with a low expense ratio of 0.83%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Very large asset base (AUM: ₹11,680 Cr) indicating high investor trust and liquidity.
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
1.63
Sharpe Ratio
1.23
Beta
0.63
Alpha
2.17
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹11680 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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