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16395
6051
SBI Medium Term Fund - Direct (G)
7.54
5.49
6.72
0.57
0.11
0.38
3.25
8.69
5
1.38
6.72
SBI Medium Term Fund - Direct (G)
1.38
6.72
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    59.68

    04 Nov 2026

  • 0.20%

     1 Day

  • 7.54%

    3Y CAGR returns

This fund doubles your investment in 9 years, 5 months & 5 days.

Invest Now

  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.72%

    Expense Ratio

  • 1

     Rating

  • 6,419 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 04 Nov 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.49%
  • 7.54%
  • 6.72%
  • 8.69
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
10.19%
4.71%
4.50%
4.40%
3.45%
72.75%
View All

Advance Ratio

  • 2.39Alpha
  • 0.46SD
  • 0.07Beta
  • 1.45Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For exit within 3 months from the date of allotment: 1% For exit after 3 months from the date of allotment - Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To provide investors an opportunity to generate attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesnt assure or guarantee any returns.

Fund Managers

Lokesh Mallya

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from SBI Mutual Fund

6051
  • Fund Name

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com

Mutual Fund by Category

Equity Debt Hybrid

Large Cap

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Mid Cap

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ELSS

Focused

Sectoral / Thematic

Small Cap

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Ultra Short Duration

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