DA
Dinesh AhujaFund Manager Since 31 Jan 2011
Fixed IncomeMedium to Long Duration
SBI Medium to Long Term Fund Regular Growth
3Y Annualised
6.22%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.07%
-0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
11 years 6 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹2051.42 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
For exit within 1 year from the date of allotment – For 10% of Investment – Nil, For remaining Investment – 1.00%. For exit after 1 year from the date of allotment – Nil.
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Bond Fund Institutional Quarterly Payout of Inc Dist cum Cap Wdrl
3.99%
2nd
ICICI Prudential Bond Fund Institutional Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3.99%
3rd
ICICI Prudential Bond Fund Institutional Growth
3.99%
4th
ICICI Prudential Bond Fund Institutional Monthly Rnvstmnt of Inc Dist cum Cap Wdrl
3.99%
5th
ICICI Prudential Bond Fund Institutional Monthly Payout of Inc Dist cum Cap Wdrl
3.99%
64th
SBI Medium to Long Term Fund Regular Growth
-0.07%
Fund Managers
About SBI Medium to Long Term Fund Regular Growth
SBI Medium to Long Term Fund Regular Growth is a Fixed Income mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 27 years, having been launched on 1998-11-25. SBI Medium to Long Term Fund Regular Growth has ₹2051.42 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of SBI Medium to Long Term Fund Regular Growth as of Wed Sep 02 2026 is ₹73.7484. The fund has an expense ratio of 1.49%, which is medium comparable to most other Fixed Income funds.
SBI Medium to Long Term Fund Regular Growth returns for the last 1 year are 4.87%. Since launch, it has delivered 7.45% average annual returns.
The SBI Medium to Long Term Fund Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of SBI Medium to Long Term Fund Regular Growth.
- 7.24% Govt Stock 2055: 16.75%
- 6.68% Govt Stock 2040: 9.47%
- 6.94% Govt Stock 2036: 8.60%
- Muthoot Finance Limited: 4.84%
- 6.9% Bihar Sgs 2035: 4.68%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 1998-11-25 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Medium to Long Term Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
