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
Similar Funds
Side-by-side comparison of SBI Medium Term Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +5.11% | 4.49% | 5 / 13 |
| 3Y Return | +7.46% | 7.55% | 9 / 13 |
| 5Y Return | +6.62% | 6.69% | 7 / 13 |
| 10Y Return | +7.93% | 6.32% | 2 / 11 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Medium Term
Top funds by AUM in the Debt: Medium Term category — see how SBI Medium Term Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Medium Duration Debt Index A-III
Top funds tracking the NIFTY Medium Duration Debt Index A-III — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to SBI Medium Term Fund Direct-Growth?
Funds similar to SBI Medium Term Fund Direct-Growth in the Debt: Medium Term category include ICICI Prudential Medium Term Fund Direct-Growth, HDFC Medium Term Fund Direct-Growth, and Aditya Birla Sun Life Medium Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Medium Term Fund Direct-Growth in its category?
On a 3-year return basis SBI Medium Term Fund Direct-Growth is ranked 9 out of 13 funds in the Debt: Medium Term category as of 21 Oct 2026. On a 5-year return basis it ranks 7 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI Medium Term Fund Direct-Growth's expense ratio compare to similar funds?
SBI Medium Term Fund Direct-Growth has an expense ratio of 0.72%. The peers ICICI Prudential Medium Term Fund Direct-Growth has an expense ratio of 0.73% and HDFC Medium Term Fund Direct-Growth has 0.70%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI Medium Term Fund Direct-Growth's AUM compare to similar funds?
SBI Medium Term Fund Direct-Growth has an AUM of ₹6,418.65 crore. The peers ICICI Prudential Medium Term Fund Direct-Growth has an AUM of ₹5,331.4 crore and HDFC Medium Term Fund Direct-Growth has ₹3,498.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Medium Term?
The top performing fund in the Debt: Medium Term category on a 3-year basis is Aditya Birla Sun Life Medium Term Fund Direct-Growth with a CAGR of 10.36% as of 21 Oct 2026. SBI Medium Term Fund Direct-Growth has delivered 7.46% CAGR over the same period, ranking 9 out of 13 funds. You can view and compare the full category ranking on sharpely.
How does SBI Medium Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI Medium Term Fund Direct-Growth has a Sharpe ratio of 1.16 compared to the Debt: Medium Term average of 1.12 as of 21 Oct 2026. It ranks 7 out of 13 funds in its category on Sharpe ratio.