What is the current NAV of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

The current NAV (Net Asset Value) of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH is ₹54.51. NAV is updated every business day after market close by AMFI.

What is the 1-year return of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH has delivered a 1-year CAGR return of 5.89% as of the latest data.

What is the 3-year CAGR of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH has delivered a 3-year CAGR return of 7.3%. This measures compounded annual growth over 3 years.

What is the expense ratio of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

Expense ratio data for SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH is not yet available.

Who manages SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH is managed by SBI Mutual Fund.

What is the risk level of SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.

What is the minimum SIP amount for SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH?

You can start a SIP in SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH

★★★★★ monitor_heart Health Score: 44/100 · Weak

SBI Mutual Fund · Debt · Medium Duration Fund

₹54.51

+0.0 (+0.0%) trending_up

AUM: —

NAV updated 7 days ago

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Plan

Regular

Option

Growth

Risk

Moderate to High

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-0.21

Std Dev (1Y)

1.49%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+1.08%

+2.25%

+3.66%

+5.89%

+7.3%

+6.36%

10y

+7.73%

since inception

+7.61%

rate_review TopFund's Take on SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH

SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH lags behind most of its peers in the Medium Duration Fund category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 44/100.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.21 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.49% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.