SBI MEDIUM TO LONG TERM FUND - Direct - Growth
Income/Debt Oriented Schemes by SBI Funds Management Limited
3Y Returns (CAGR)
6.53%
Expense Ratio
0.78%
as of 01/08/2026
AUM
₹672.76 Cr
Qtr End: Jun 26
NAV
₹79.668
as of 14/10/2026
3Y Returns (CAGR)
6.53%
Expense Ratio
0.78%
as of 01/08/2026
AUM
₹672.76 Cr
Qtr End: Jun 26
NAV
₹79.668
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 | -0.58% | -2.31% | 1.91% |
| 6M | 1.57% | 3.17% | 2.10% |
| 1Y | 2.94% | 2.94% | 2.13% |
| 3Y | 20.90% | 6.53% | 1.90% |
| 5Y | 33.51% | 5.95% | 1.98% |
Scheme Details
- Launch Date
- 31/12/2010
- Fund Age
- 15.8 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium to Long Term Fund (Income/Debt Oriented Schemes)
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