SBI Medium Duration FUND

Medium DurationDebt Rank 10 of 15

NAV · Direct-Growth

₹59.71-0.04-0.07%

As of 18 Aug 2026 · AMFI

NAV growth+7.3%

Aug ’25Aug ’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

+7.3%

+0.6 vs cat

3Y CAGR

+8.0%

-3.0 vs cat

5Y CAGR

+6.9%

-1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.5%

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)

₹59.7065

Last 1Y

+7.34%

Aug 25Min ₹55.53 · Max ₹59.77 · 248 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.13%	+0.03%	2/ 15
1M	+0.80%	+0.60%	1/ 15
3M	+3.58%	+3.15%	2/ 15
6M	+3.82%	+3.31%	5/ 15
YTD	+4.68%	+4.20%	3/ 15
1Y	+7.34%	+6.71%	5/ 15
2Y	+7.93%	+12.85%	8/ 15
3Y	+8.02%	+11.03%	10/ 15
5Y	+6.94%	+8.63%	6/ 15
7Y	+7.73%	+7.93%	6/ 14
10Y	+8.27%	+7.54%	3/ 14

Available plans & options

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