Name	Sector	Instruments	Assets
GOI	Sovereign	GOI Sec	16.07%
GOI	Sovereign	GOI Sec	13.86%
National Bank For Agriculture & Rural Development	Financial	Bonds	7.04%
GOI	Sovereign	GOI Sec	6.75%
Bihar State	Others	SDL	4.42%
Torrent Power Ltd.	Energy	Debenture	3.61%
Bharti Telecom Ltd.	Communication	Debenture	3.47%
Renew Solar Energy (Jharkhand Five) Pvt. Ltd.	Others	NCD	3.26%
JTPM Metal Traders Ltd.	Metals & Mining	Debenture	2.87%
Motilal Oswal Finevest Ltd.	Financial	Bonds	2.80%
H.G. Infra Engineering Ltd.	Construction	Debenture	2.78%
Avanse Financial Services Ltd.	Financial	Debenture	2.56%
Tata Power Renewable Energy Ltd.	Capital Goods	Debenture	2.36%
HDB Financial Services Ltd.	Financial	NCD	2.34%
JM Financial Credit Solutions Ltd.	Financial	NCD	2.34%
Siddhivinayak Securitisation Trust	Others	Sec. Debt	2.33%
Shivshakti Securitisation Trust	Others	Sec. Debt	2.32%
National Highways Infra Trust	Construction	Debenture	1.78%
Bharti Telecom Ltd.	Communication	NCD	1.20%
Aadhar Housing Finance Ltd	Financial	NCD	1.16%
Godrej Seeds & Genetics Ltd.	Consumer Staples	NCD	1.15%
JM Financial Asset Reconstruction Company Ltd	Financial	NCD	0.52%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+6.9%	+5.5%	+7.4%	+7.5%
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)
	ICICI Prudential Bond Fund Growth	+6.26%	+7.49%	2,922.30
	LIC MF Medium to Long Duration Fund Growth	+5.90%	+7.13%	199.40
	HDFC Income Fund Growth	+5.13%	+6.68%	881.45
	Kotak Bond Fund Growth	+5.00%	+6.65%	2,064.46
	Aditya Birla Sun Life Income Fund Growth	+4.72%	+6.54%	2,035.46
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Fund management

MJ
Mohit Jain
Jul 2025 - Present
View details

Education

Mr. Jain is B.E (Engineering) & CFA (Level III candidate)

Experience

Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.

Also manages these schemes

SBI Equity Savings Fund Growth

SBI Medium Duration Fund Growth

SBI Medium to Long Duration Fund Growth

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education

Mr. Kesavan has done B.Com, MBA (Finance) and CFA

Experience

Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech

Also manages these schemes

SBI Focused Fund Growth

SBI Low Duration Fund Growth

SBI Equity Hybrid Fund Growth

SBI MNC Fund Growth

SBI Floating Rate Debt Fund Growth

SBI Banking & Financial Services Fund Growth

SBI Savings Fund Growth

SBI Credit Risk Fund Growth

SBI Balanced Advantage Fund Growth

SBI Multi Asset Allocation Fund Growth

SBI Energy Opportunities Fund Growth

SBI Automotive Opportunities Fund Growth

SBI Long Duration Fund Growth

SBI Dynamic Bond Fund Growth

SBI Large Cap Fund Growth

SBI Contra Fund Growth

SBI Short Term Debt Fund Growth

SBI Corporate Bond Fund Growth

SBI Short Horizon Debt Short Term Fund Retail Growth

SBI Quant Fund Growth

SBI Gold Fund Growth

SBI Equity Savings Fund Growth

SBI Consumption Opportunities Fund Growth

SBI Technology Opportunities Fund Growth

SBI Children's Fund Investment Plan Growth

SBI Flexicap Fund Growth

SBI Equity Minimum Variance Fund Growth

SBI ESG Exclusionary Strategy Fund Growth

SBI Multicap Fund Growth

SBI Arbitrage Opportunities Fund Growth

SBI Medium Duration Fund Growth

SBI Large & Midcap Fund Growth

SBI Comma Fund Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund Conservative Plan Growth

SBI Infrastructure Fund Growth

SBI Retirement Benefit Fund Conservative Hybrid Plan Growth

SBI Medium to Long Duration Fund Growth

SBI Retirement Benefit Fund Aggressive Plan Growth

SBI Children's Fund Savings Plan Growth

SBI Nifty Index Fund Growth

SBI Banking and PSU Fund Growth

SBI Small Cap Fund Growth

SBI Ultra Short Duration Fund Growth

SBI Mid Cap Fund Growth

SBI Healthcare Opportunities Fund Growth

About SBI Medium to Long Duration Fund Growth

SBI Medium to Long Duration Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,61,509 Cr and the Latest NAV as of 09 Jan 2026 is ₹71.64. The SBI Medium to Long Duration Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. 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

Scheme Information Document(SID)