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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
₹19.31
Current NAV
04 Nov 2026
3.2%
1Y Return
6.0%
3Y CAGR
5.5%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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
0.72
Sharpe Ratio
1.22
Beta
0.22
Alpha
0.95
Sortino
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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