SBI Medium to Long Term Fund - Direct Plan 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 | 4.42% | 2.74% |
| 2 Year Return | 20.50% | 8.74% |
| 3 Year Return | 34.37% | 15.75% |
| 4 Year Return | 40.39% | 24.61% |
| 5 Year Return | 65.98% | 33.07% |
| 6 Year Return | 63.51% | 42.97% |
| 7 Year Return | 76.31% | 54.71% |
| Expense Ratio | 0.66% | - |
AMC: SBI
Category: Debt • Medium to Long Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Mohit Jain
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: 1
Risk: Low Risk
SBI Medium to Long Term Fund - Direct Plan 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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