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

SBI · Long Duration
Moderate
₹20.70
Current NAV
25 Jun 2026
10.7%
1Y Return
22.7%
3Y CAGR
11.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
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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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