SBI Medium Duration Fund Regular-Growth
SBI Medium Duration Fund Regular-Growth: Mutual Fund Overview
SBI Medium Duration Fund Regular-Growth is an Medium Duration mutual fund with over 22.36 years of performance history. The scheme manages an AUM of ₹6818.52 Cr and has a NAV of ₹52.8939. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.06%.
Debt, Medium Duration, Principal at moderately high risk
1 Year Return 6.06% at 24 Mar 2026 03:13 PM
Fund Details
NAV 52.8939
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 22.36
Fund Size(in Crores) 6818.52
Fund Performance
1 Month -0.32%
3 Month 0.82%
6 Month 2.12%
1 Year 6.06%
3 Year 7.25%
5 Year 6.22%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 6.82 Technology 3.2 Energy 2.62 Automobile 1.49 Healthcare 1.33 Consumer Staples 0.96 Diversified 0.9 Chemicals 0.85 Top Holding
Debt & Others (99.99999999999999%) Sector Allocation GOI Securities Floating Rate Bond 0.68 Alternative Investment Fund 0.31 State Development Loan 0.37 Debt Credit Ratings SOV 19.84 AAA 18.99 AA 17.87 AA- 14.26 AA+ 9.91 Debt Category Others 3.38 Power Grid Corporation Of India 0.43 GMR Airports 2.39 Tata Power Renewable Energy 2.1
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.21%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Lokesh Mallya
Education Mr. Mallya is MBA and FRM.
Experience Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).
Pradeep Kesavan
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
Mohit Jain
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2003-11-12
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI Medium Duration Fund Regular-Growth FAQs
How to invest in SBI Medium Duration Fund Regular-Growth?
Investing in SBI Medium Duration Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Medium Duration Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Medium Duration Fund Regular-Growth?
The term expense ratio for SBI Medium Duration Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Medium Duration Fund Regular-Growth is 1.21% as of 24 Mar 2026.
What is the NAV of SBI Medium Duration Fund Regular-Growth?
The NAV of SBI Medium Duration Fund Regular-Growth is ₹52.8939 as of 24 Mar 2026.
What is the AUM of SBI Medium Duration Fund Regular-Growth?
The AUM (Assets Under Management) of SBI Medium Duration Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Medium Duration Fund Regular-Growth is ₹6818.52 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Medium Duration Fund Regular-Growth?
The PE ratio of SBI Medium Duration Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Medium Duration Fund Regular-Growth?
Yes, you can invest in SBI Medium Duration Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Medium Duration Fund Regular-Growth in the last 5 years?
The return of SBI Medium Duration Fund Regular-Growth in the last 5 years is 6.22%.
What is the minimum SIP investment required in SBI Medium Duration Fund Regular-Growth?
The minimum SIP investment in SBI Medium Duration Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For SBI Medium Duration Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Medium Duration Fund Regular-Growth?
The NAV of SBI Medium Duration Fund Regular-Growth, as of 24 Mar 2026, is ₹52.8939.
Who manages the SBI Medium Duration Fund Regular-Growth?
The fund managers responsible for SBI Medium Duration Fund Regular-Growth are:
- Lokesh Mallya
- Pradeep Kesavan
- Mohit Jain