SBI MEDIUM TERM FUND - Direct - Growth
Income/Debt Oriented Schemes by SBI Funds Management Limited
3Y Returns (CAGR)
7.74%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹3,175.63 Cr
Qtr End: Jun 26
NAV
₹59.637
as of 31/08/2026
3Y Returns (CAGR)
7.74%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹3,175.63 Cr
Qtr End: Jun 26
NAV
₹59.637
as of 31/08/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.83% | 11.81% | 1.59% |
| 6M | 3.58% | 7.28% | 1.76% |
| 1Y | 6.83% | 6.83% | 1.43% |
| 3Y | 25.06% | 7.74% | 1.21% |
| 5Y | 38.75% | 6.77% | 1.38% |
Scheme Details
- Launch Date
- 01/10/2003
- Fund Age
- 22.9 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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