SBI Medium to Long Term Fund - Growth Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Medium to Long Term Fund - Growth Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹2,041 Cr
N/A
1.47
For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.
CRISIL Medium to Long Duration Debt A-III Index
SBI Medium to Long Term Fund - Growth Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.31 | -1.62 | 296.85 |
| 6M | 2.96 | 2.52 | 314.88 |
| 1Y | 3.37 | 3.11 | 338.55 |
| 3Y | 6.03 | 12.20 | 24.43 |
Portfolio Analysis
- Equity:
- Debt: 99.39%
- Others
About Fund SBI Medium to Long Term Fund - Growth Growth
SBI Medium to Long Term Fund - Growth Growth managed by SBI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹2,041 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.47. Under the expert guidance of Mohit Jain ,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
Mohit Jain
Mr. Mohit Jain holds B. E (Engineering), CFA Level III (Candidate). Mohit Jain has joined SBI Funds Management Private Limited (SBIFMPL) in May 2015 as a Credit Analyst and has over 7 years of experience in the area of financial services. Prior to joining SBIFMPL, Mr. Jain was working with Crisil Limited as Research Analyst (Jan 2015 -April 2015).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| JM Medium to Long Term Fund - Growth Growth | 0 | 30 CR | 1.04 |
| SBI Medium to Long Term Fund - Growth Growth | 5 | 2,040 CR | 1.47 |
| ICICI Prudential Medium to Long Term Fund Growth | 5 | 2,030 CR | 1 |
| ICICI Prudential Bond Fund - Institutional Plan Growth | 0 | 4,084 CR | 1.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Medium to Long Term Fund - Growth Growth | 2.2451 | 18.8589 |
| This FundSBI Medium to Long Term Fund - Growth Growth | 3.3732 | 19.1982 |
| This FundICICI Prudential Medium to Long Term Fund Growth | 3.548 | 20.9954 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
SBI Medium to Long Term Fund - Growth Growth FAQs
- 1 Month : -0.31%
- 6 Months : 2.96%
- 1 Year : 3.37%
- 3 Years : 6.03%
