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

SBI · Long Duration
Moderate
₹20.79
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
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.87).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.87).
  • Very large asset base (AUM: ₹23,420 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.07%) which can affect compounding over long horizons.
  • 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
1.87
Sharpe Ratio
0.87
Beta
3.87
Alpha
2.37
Sortino
Fund Details
Fund House SBI
Category Long Duration
AUM ₹23420 Cr
Expense Ratio 2.07%
Min SIP ₹500
Min Lumpsum ₹1000
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