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

SBI · Long Duration
Moderate
₹19.23
Current NAV
25 Jun 2026
24.2%
1Y Return
11.2%
3Y CAGR
14.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • 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.
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
0.72
Sharpe Ratio
1.22
Beta
0.22
Alpha
0.95
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Fund Details
Fund House SBI
Category Long Duration
AUM ₹4270 Cr
Expense Ratio 1.62%
Min SIP ₹500
Min Lumpsum ₹1000
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