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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)

₹6,495 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(%)
1M0.12-0.58298.31
6M3.691.62316.78
1Y6.083.78340.09
3Y7.368.9639.54

Portfolio Analysis

  • Equity:
  • Debt: 93.25%
  • Others
As on: 2026-07-15
View allocation % by

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 ₹6,495 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
HSBC Medium Duration Fund Growth2693 CR1.12
HDFC Medium Term Debt Fund - Growth33,644 CR1.33
SBI Medium Duration Fund Growth26,494 CR1.21
Aditya Birla Sun Life Medium Term Plan Growth53,252 CR1.55
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundHSBC Medium Duration Fund Growth5.237623.4226
This FundHDFC Medium Term Debt Fund - Growth5.903523.5593
This FundSBI Medium Duration Fund Growth6.011923.636
This FundAditya Birla Sun Life Medium Term Plan Growth8.442532.8345
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 : 0.12%
  • 6 Months : 3.69%
  • 1 Year : 6.08%
  • 3 Years : 7.36%
Returns of SBI Medium Duration Fund Growth are updated daily based on NAV of ₹ 54.6677 as on Aug 03,2026. 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 ₹6,495 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.