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SBI Medium Duration Fund Direct Growth

SBI Medium Duration Fund Direct Growth

NAV ₹59.21 as on 16 Jul 2026

RiskModerately High

Fund Size₹6,465.54Cr

NAV	₹59.21 as on 16 Jul 2026
Risk	Moderately High
Fund Size	₹6,465.54Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

For exit within 3 months from the date of allotment: 1% For exit after 3 months from the date of allotment - Nil

Basic Details

Age

13 years 6 months (Since Jan 29, 2013)

Return since Launch

8.83%

Expense ratio

0.72%

Type

OPEN

AUM (Fund Size)

₹6,465.54

Risk Grade

Moderately High

Benchmark

NIFTY Medium Duration Debt Index A-III

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective

SBI MUTUAL FUND

Rank (total assets)	#1 in India
Total AUM	₹12,81,380.68Cr

Date of Incorporation	07 Feb 1992

SBI Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹12,81,380.68 Cr and the Latest NAV as of 16 Jul 2026 is ₹59.21.
The SBI Medium Duration Fund Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of For exit within 3 months from the date of allotment: 1% For exit after 3 months from the date of allotment - Nil.

Returns and Rankings

Category: Debt Medium Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	6.43%	2.55%	1.34%	0.65%
Category average	5.47%	2.44%	1.34%	-
Rank within category	4	6	6	-

FAQ’s

What kind of returns does SBI Medium Duration Fund Direct Growth provide?

SBI Medium Duration Fund Direct Growth has given a return of 7.85% in the past 3 years.

What is the expense ratio charged by SBI Medium Duration Fund Direct Growth?

The Expense Ratio charged by SBI Medium Duration Fund Direct Growth is 0.72%.

What is the AUM size of SBI Medium Duration Fund Direct Growth?

The AUM size of SBI Medium Duration Fund Direct Growth is ₹6,465.54Cr.

What is the minimum SIP amount that you can invest in SBI Medium Duration Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in SBI Medium Duration Fund Direct Growth .

What are the top stock holdings of SBI Medium Duration Fund Direct Growth?

The top stock holdings of SBI Medium Duration Fund Direct Growth include

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SBI Medium Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Category: Debt Medium Duration Fund

FAQ’s

What kind of returns does SBI Medium Duration Fund Direct Growth provide?

What is the expense ratio charged by SBI Medium Duration Fund Direct Growth?

What is the AUM size of SBI Medium Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in SBI Medium Duration Fund Direct Growth?

What are the top stock holdings of SBI Medium Duration Fund Direct Growth?

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SBI Medium Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Category: Debt Medium Duration Fund

FAQ’s

What kind of returns does SBI Medium Duration Fund Direct Growth provide?

What is the expense ratio charged by SBI Medium Duration Fund Direct Growth?

What is the AUM size of SBI Medium Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in SBI Medium Duration Fund Direct Growth?

What are the top stock holdings of SBI Medium Duration Fund Direct Growth?

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Open FREE
3-in-1 Account

Start SIPs at just
₹100