SBI Medium Term Fund does not yet have a 5-year performance history.
The average return for Medium Duration funds is 34.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.10% | 2.68% |
| 2 Year Return | 23.17% | 9.32% |
| 3 Year Return | 33.52% | 16.67% |
| 4 Year Return | 44.55% | 25.63% |
| 5 Year Return | 70.91% | 34.78% |
| 6 Year Return | 85.84% | 45.31% |
| 7 Year Return | 122.79% | 57.07% |
| Expense Ratio | 1.04% | - |
Minimum Purchase: ₹5,000
Exit Load: For exit within 3 months from the date of allotment 1%. For exit after 3 months from the date of allotment: Nil.
Lock-in: 0
Risk: Low Risk
SBI Medium Term Fund is managed by SBI and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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