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SBI Medium Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Medium Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹6,466 Cr

Lock In Period

N/A

Expense Ratio

1.21

Exit Load

For exit within 3 months from the date of allotment 1%.For exit after 3 months from the date of allotment: Nil.

Benchmark

NIFTY Medium Duration Debt Index A-III

SBI Medium Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.280.99298.31
6M3.662.52316.78
1Y6.065.04340.09
3Y7.3614.7939.54

Portfolio Analysis

  • Equity:
  • Debt: 93.42%
  • Others
As on: 2026-06-15
View allocation % by

1. 6.48% CGL 20358.62%
2. 6.68% CGL 20407.05%
3. JSW Kalinga Steel Ltd.4.28%
4. Godrej Seeds & Genetics Ltd.4.00%
5. 7.18% CGL 20333.89%
6. Renew Solar Energy (Jharkhand Five) Pvt. Ltd.3.43%
7. JTPM Metal Traders Ltd.3.31%
8. Renserv Global Pvt Ltd.3.18%
9. Net Receivable / Payable2.53%
10. Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.)2.15%
11. Siddhivinayak Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)1.91%
12. Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)1.91%
13. 7.64% State Government of Rajasthan 20361.17%
14. NJ Capital Pvt. Ltd.0.77%
15. 6.75% CGL 20330.73%
16. 7.82% State Government of Uttar Pradesh 20460.39%
17. 6.90% CGL 20650.35%
18. TREPS0.09%
19. 7.24% CGL 20550.08%

1. Motilal Oswal Finvest Ltd.3.12%
2. Kogta Financial (India) Ltd.2.86%
3. Kotak Mahindra Prime Ltd.1.17%
4. 7.49% State Government of Rajasthan 20350.39%

1. Yes Bank Ltd.3.48%
2. Small Industries Development Bank of India2.47%

1. Gaursons India Pvt. Ltd.2.77%
2. H.G. Infra Engineering Ltd.2.77%

1. Godrej Properties Ltd.4.67%
2. Lodha Developers Ltd.0.31%

1. Aditya Birla Real Estate Ltd.3.43%

1. GMR Airports Ltd.2.96%

1. Bharti Telecom Ltd.2.76%

1. National Bank for Agriculture and Rural Development1.55%
2. Canara Bank1.11%

1. Torrent Power Ltd.1.88%

1. LIC Housing Finance Ltd.1.16%
2. Motilal Oswal Home Finance Ltd.0.39%

1. Chalet Hotels Ltd.1.17%

1. REC Ltd.0.78%

1. Indostar Capital Finance Ltd.0.78%

1. Astec Lifesciences Ltd.0.76%

1. Power Grid Corporation of India Ltd.0.45%

1. Eris Lifesciences Ltd.0.39%

About Fund SBI Medium Duration Fund Growth

SBI Medium Duration Fund Growth managed by SBI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹6,466 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.21. Under the expert guidance of Lokesh Mallya ,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.

Fund Managers

Lokesh Mallya

Mr. Lokesh holds MBA, FRM as his educational qualification. He has over 4 years of experience. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Limited as Management Trainee.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Medium Term Debt Fund - Growth33640.68 CR1.33
Indiabulls Income Fund Growth016.47 CR0.9
SBI Medium Duration Fund Growth26465.54 CR1.21
Aditya Birla Sun Life Medium Term Plan Growth53213.19 CR1.55
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundHDFC Medium Term Debt Fund - Growth6.039823.5824
This FundIndiabulls Income Fund Growth6.916323.6896
This FundSBI Medium Duration Fund Growth6.058223.7355
This FundAditya Birla Sun Life Medium Term Plan Growth8.630132.7989
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

SBI Medium Duration Fund Growth FAQs

SBI Medium 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 Medium Duration Fund Growth is 1.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Medium Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 1.28%
  • 6 Months : 3.66%
  • 1 Year : 6.06%
  • 3 Years : 7.36%
Returns of SBI Medium Duration Fund Growth are updated daily based on NAV of ₹ 54.4135 as on Jul 14,2026. Since inception, the return has been 23.74%.

You can invest in SBI Medium 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 Medium Duration Fund Growth is ₹6,466 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Medium Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.