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SBI Medium to Long Duration Fund Direct Growth
Debt
Medium to Long Duration
Moderately High Risk
+7.71%
3Y annualised
+0.09% 1D
NAV: 23 Feb '26
₹78.03
Min. for SIP
₹500
Fund size
₹2,087.38 Cr
Expense ratio
0.77%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,311 | +2.19% | |
| 3 years | ₹1,80,000 | ₹1,99,758 | +10.98% | |
| 5 years | ₹3,00,000 | ₹3,56,222 | +18.74% |
Holdings (25)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 14.18% |
| GOI | Sovereign | GOI Sec | 13.84% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 7.23% |
| GOI | Sovereign | GOI Sec | 7.08% |
| Bihar State | Others | SDL | 4.60% |
| Torrent Power Ltd. | Energy | Debenture | 3.69% |
| Bharti Telecom Ltd. | Communication | Debenture | 3.57% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 3.35% |
| Renew Solar Energy (Jharkhand Five) Pvt. Ltd. | Others | NCD | 3.35% |
| Adani Power Ltd. | Energy | Debenture | 3.34% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 2.96% |
| Motilal Oswal Finevest Ltd. | Financial | Bonds | 2.90% |
| H.G. Infra Engineering Ltd. | Construction | Debenture | 2.85% |
| Avanse Financial Services Ltd. | Financial | Debenture | 2.63% |
| Tata Power Renewable Energy Ltd. | Capital Goods | Debenture | 2.45% |
| HDB Financial Services Ltd. | Financial | NCD | 2.41% |
| JM Financial Credit Solutions Ltd. | Financial | NCD | 2.40% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 2.39% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 2.38% |
| National Highways Infra Trust | Construction | Debenture | 1.82% |
| Bharti Telecom Ltd. | Communication | NCD | 1.23% |
| Aadhar Housing Finance Ltd | Financial | NCD | 1.20% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 1.19% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 1.18% |
| JM Financial Asset Reconstruction Company Ltd | Financial | NCD | 0.54% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.7% | +6.5% | +8.2% | +8.0% |
| Category average (Debt Medium to Long Duration) | +6.8% | +5.2% | +6.4% | -- |
| Rank (Debt Medium to Long Duration) | 5 | 4 | 1 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
LIC MF Medium to Long Duration Fund Direct Growth | +6.69% | +8.18% | 200.91 | |
ICICI Prudential Bond Fund Direct Plan Growth | +6.27% | +7.93% | 2,916.99 | |
Kotak Bond Fund Direct Growth | +6.06% | +7.84% | 2,040.91 | |
HDFC Income Fund Direct Growth | +5.65% | +7.50% | 879.42 | |
Canara Robeco Income Direct Growth | +5.24% | +7.01% | 118.16 | |
| Compare | ||||
Fund management
MJMohit JainJul 2025 - PresentView details
MJ
Mohit Jain
Jul 2025 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
About SBI Medium to Long Duration Fund Direct Growth
SBI Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Mohit Jain is the Current Fund Manager of SBI Medium to Long Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,60,926 Cr and the Latest NAV as of 23 Feb 2026 is ₹78.03.
The SBI Medium to Long Duration Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
;
Investment Objective
The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Fund benchmarkCRISIL Medium to Long Duration Debt A-III Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,60,925.93 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,