SBI Medium to Long Term Fund does not yet have a 5-year performance history.
The average return for Medium to Long Duration funds is 33.07% .
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 | 6.72% | 2.74% |
| 2 Year Return | 19.33% | 8.74% |
| 3 Year Return | 29.55% | 15.75% |
| 4 Year Return | 38.29% | 24.61% |
| 5 Year Return | 65.33% | 33.07% |
| 6 Year Return | 75.19% | 42.97% |
| 7 Year Return | 108.35% | 54.71% |
| Expense Ratio | 1.27% | - |
AMC: SBI
Category: Debt • Medium to Long Duration
Launch Date: 25 Nov 1998
Fund Manager: Mr. Lokesh Mallya
Minimum Purchase: ₹5,000
Exit Load: For exit within 1 year from the date of allotment For 10% of investment - Nil For remaining investment: 1.00% For exit after one year from the date of allotment - Nil.
Lock-in: 0
Risk: Low Risk
SBI Medium to Long 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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