Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹6,618 Cr
Lock In Period
N/A
Expense Ratio
1.21
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
For exit within 3 months from the date of allotment 1%.For exit after 3 months from the date of allotment: Nil.
Summary
Latest details for SBI Medium Duration Fund Growth include a ₹53.3756 NAV as of May 07,2026 and returns since inception of 22.47%. Minimum investments start at SIP ₹500. The SBI Medium Duration Fund Growth AUM is ₹6,618 Cr, with a lock-in of N/A years, expense ratio of 1.21%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - For exit within 3 months from the date of allotment 1%.For exit after 3 months from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.93% returns, against a category average of 2.56% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.93 | 2.56 | 298.31 |
| 6M | 2.02 | 2.19 | 316.78 |
| 1Y | 4.82 | 6.16 | 340.09 |
| 3Y | 6.99 | 17.26 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 93.66%
- Others
As on: 2026-04-15
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About Fund
SBI Medium Duration Fund Growth managed by SBI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹6,618 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundDSP Bond Fund Growth | 1 | 305.14 CR | 0.75 |
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 0 | 6049.43 CR | 1.81 |
| This FundSBI Medium Duration Fund Growth | 2 | 6618.15 CR | 1.21 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3095.49 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 0 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Bond Fund Growth | 4.2038 | 21.8004 |
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 9.2123 | 21.9591 |
| This FundSBI Medium Duration Fund Growth | 4.8174 | 22.4713 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.0886 | 31.5177 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
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 : 0.93%
- 6 Months : 2.02%
- 1 Year : 4.82%
- 3 Years : 6.99%
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 ₹6,618 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.
Min Inv Amount: ₹500