SBI Medium Duration FUND

Medium DurationDebt Rank 9 of 15

NAV · Direct-Growth

₹59.69+0.05+0.08%

As of 1 Sept 2026 · AMFI

NAV growth+7.4%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Medium Duration category on 1Y but trails on 3Y & 5Y.

1Y return

+7.4%

+0.8 vs cat

3Y CAGR

+7.9%

-2.9 vs cat

5Y CAGR

+6.9%

-1.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.6%

3Y std dev

Go deeper on SBI Medium Duration FUND

Two data-only views, computed from this fund's real NAV history — no projections.

SBI Medium Duration FUND SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.SBI Medium Duration FUND real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

SBI MEDIUM DURATION FUND is a Medium Duration scheme from SBI. Long-run track record: about 6.9% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF200K01VB0

NAV (Direct-Growth)

₹59.6863

Last 1Y

+7.38%

Sept 25Min ₹55.59 · Max ₹59.77 · 247 ptsSept 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.01%	-0.11%	1/ 15
1M	+0.58%	+0.22%	1/ 15
3M	+2.92%	+2.44%	1/ 15
6M	+3.60%	+2.89%	2/ 15
YTD	+4.65%	+3.98%	3/ 15
1Y	+7.38%	+6.54%	4/ 15
2Y	+7.73%	+12.56%	7/ 15
3Y	+7.86%	+10.80%	9/ 15
5Y	+6.86%	+8.50%	6/ 15
7Y	+7.65%	+7.86%	6/ 14
10Y	+8.20%	+7.47%	3/ 14

Available plans & options

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