SBI Medium Term Fund Direct-Growth
Debt: Medium Term - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Debt: Medium TermBenchmark: NIFTY Medium Duration Debt Index A-IIICheck Portfolio Overlap →
NAV: ₹59.35-0.09%
22 Oct 2026
Loading…
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 07 Feb, 2014 - 22 Oct, 2026 | 11 Mar, 2016 - 22 Oct, 2026 | 10 Apr, 2018 - 22 Oct, 2026 | 08 May, 2020 - 22 Jan, 2026 |
| Average returns | 9.54% | 9.29% | 9.12% | 9.40% |
| Standard deviation | 3.84% | 2.09% | 1.55% | 1.20% |
| Best returns | 22.00% 1 year ending on 05 Mar, 2015 | 14.99% 3 years ending on 14 Oct, 2016 | 12.24% 5 years ending on 06 Nov, 2018 | 12.44% 7 years ending on 27 Nov, 2020 |
| Worst returns | 2.44% 1 year ending on 16 Jun, 2022 | 5.54% 3 years ending on 05 Jan, 2024 | 6.63% 5 years ending on 21 Jan, 2026 | 7.99% 7 years ending on 22 Nov, 2024 |
| Period with positive return | 100.00% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 89.67% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 37.87% | 39.03% | 39.86% | 29.78% |
| Period with return > 15% | 9.81% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 68.17% | 75.35% | 83.27% | 99.86% |
| Beat % Benchmark | 39.53% | 23.84% | 17.21% | 4.51% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.06% | -0.77% | 2.55% | 5.11% | 7.46% | 6.62% | 7.93% | 8.67% |
| Debt: Medium Term | 3.62% | -0.66% | 2.09% | 4.49% | 7.55% | 6.69% | 6.32% | - |
| NIFTY Medium Duration Debt Index A-III | -12.33% | -2.73% | -6.15% | -11.34% | 6.82% | 5.85% | 11.40% | - |
| Rank in category | 6 | 8 | 4 | 5 | 9 | 7 | 2 | - |
| Funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 11 | - |