SBI MEDIUM TERM FUND - Direct - Growth
Income/Debt Oriented Schemes by SBI Funds Management Limited
3Y Returns (CAGR)
7.48%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹3,175.63 Cr
Qtr End: Jun 26
NAV
₹59.491
as of 14/10/2026
3Y Returns (CAGR)
7.48%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹3,175.63 Cr
Qtr End: Jun 26
NAV
₹59.491
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.44% | 1.76% | 1.29% |
| 6M | 2.83% | 5.73% | 1.56% |
| 1Y | 5.39% | 5.39% | 1.49% |
| 3Y | 24.18% | 7.48% | 1.23% |
| 5Y | 37.75% | 6.61% | 1.39% |
Scheme Details
- Launch Date
- 01/10/2003
- Fund Age
- 23 years
- Minimum Investment
- ₹25,000
- Fund House
- SBI Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium Term Fund (Income/Debt Oriented Schemes)
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SBI MEDIUM TERM FUND - Direct - Growth
3Y CAGR7.48%
TER0.72%
AUM₹3,175.63 Cr