SBI Medium to Long Duration Fund-Dir (G) logo

SBI Medium to Long Duration Fund Direct Growth

NAV ₹79.00 as on 11 Jun 2026

RiskModerate

Fund Size₹2,019.51Cr

NAV₹79.00 as on 11 Jun 2026
RiskModerate
Fund Size₹2,019.51Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

For exit within one year from the date of allotment for 10% of investment - Nil For exit after one Year from the date of allotment - 1.00%. For exit after one Year from the date of allotment - NIL.

Basic Details

Age

13 years 5 months (Since Jan 02, 2013)

Return since Launch

7.91%

Expense ratio

0.78%

Type

OPEN

AUM (Fund Size)

₹2,019.51

Risk Grade

Moderate

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#1 in India
Total AUM₹12,70,599.38Cr
Date of Incorporation07 Feb 1992
SBI Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹12,70,599.38 Cr and the Latest NAV as of 11 Jun 2026 is ₹79.00.
The SBI Medium to Long Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of For exit within one year from the date of allotment for 10% of investment - Nil For exit after one Year from the date of allotment - 1.00%. For exit after one Year from the date of allotment - NIL..
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Returns and Rankings

Category: Debt Medium to Long Duration Fund

1Y3Y5YAll
Fund returns3.67%2.21%1.22%0.59%
Category average2.72%2.02%1.12%-
Rank within category222-

FAQ’s

What kind of returns does SBI Medium to Long Duration Fund Direct Growth provide?

SBI Medium to Long Duration Fund Direct Growth has given a return of 6.79% in the past 3 years.

What is the expense ratio charged by SBI Medium to Long Duration Fund Direct Growth?

The Expense Ratio charged by SBI Medium to Long Duration Fund Direct Growth is 0.78%.

What is the AUM size of SBI Medium to Long Duration Fund Direct Growth?

The AUM size of SBI Medium to Long Duration Fund Direct Growth is ₹2,019.51Cr.

What is the minimum SIP amount that you can invest in SBI Medium to Long Duration Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in SBI Medium to Long Duration Fund Direct Growth .

What are the top stock holdings of SBI Medium to Long Duration Fund Direct Growth?

The top stock holdings of SBI Medium to Long Duration Fund Direct Growth include

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