Return
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- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,838 Cr
Lock In Period
N/A
Expense Ratio
0.67
Benchmark
CRISIL Long Term Debt Index
Exit Load
Nil
Summary
Latest details for SBI Long Duration Fund Growth include a ₹12.4197 NAV as of Mar 12,2026 and returns since inception of 23.51%. Minimum investments start at SIP ₹500. The SBI Long Duration Fund Growth AUM is ₹1,838 Cr, with a lock-in of N/A years, expense ratio of 0.67%, and benchmark CRISIL Long Term Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 1.05% returns, against a category average of -1.76% and a category best of 3.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.05 | -1.76 | 3.10 |
| 6M | 1.90 | 1.59 | 11.87 |
| 1Y | 3.09 | 5.77 | 21.71 |
| 3Y | 7.29 | 14.24 | 141.78 |
Portfolio Analysis
- Equity:
- Debt: 99.57%
- Others
As on: 2026-02-15
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About Fund
SBI Long Duration Fund Growth managed by SBI Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹1,838 Crore. The fund benchmarks its performance against the CRISIL Long Term Debt Index while maintaining an expense ratio of 0.67. Under the expert guidance of Ardhendu Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMirae Asset Corporate Bond Fund Growth | 0 | 47.58 CR | 0.68 |
| This FundAditya Birla Sun Life Long Duration Fund Growth | 0 | 149.92 CR | 1.09 |
| This FundSBI Long Duration Fund Growth | 0 | 1837.9 CR | 0.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Corporate Bond Fund Growth | 6.9132 | 23.1994 |
| This FundAditya Birla Sun Life Long Duration Fund Growth | 4.0661 | 23.4144 |
| This FundSBI Long Duration Fund Growth | 3.0883 | 23.5086 |
FAQs
SBI Long Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Long Duration Fund Growth is 0.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Long Duration Fund Growth’s fund performance is as follows:
- 1 Month : 1.05%
- 6 Months : 1.90%
- 1 Year : 3.09%
- 3 Years : 7.29%
You can invest in SBI Long Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Long Duration Fund Growth is ₹1,838 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Long Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500