3 Year return

Launched on December 2022 (2 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹1847.47 Cr.

Expense Ratio

0.23% (inclusive of GST)

Exit Load

For exit on or before 90 days from the date of allotment - 0.25% For exit after 90 days from the date of allotment - Nil


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings


SBI Mutual Fund Managers


Rajeev Radhakrishnan

Fund Manager since Jun 2008

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Long Duration Fund Direct Plan Growth

SBI Long Duration Fund, managed by SBI Mutual Fund, falls under the long duration debt funds category, aiming to provide investors with capital appreciation through investments in debt instruments with longer maturity. This direct plan offers a Growth scheme, allowing investors to benefit from capital appreciation without dividend payouts. The fund maintains an expense ratio that is much lower than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors a long-term investment avenue with the potential for capital appreciation. SBI Long Duration Fund Direct Plan Growth achieves this by predominantly investing in debt instruments with longer maturities. The fund focuses on generating consistent capital growth over the long term.

Key Features of The Fund

5-year return NA
Expense Ratio 0.23%
Fund Manager Rajeev Radhakrishnan
Fund Size ₹1847.47 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

If you're interested in long-term capital growth and stability in the fixed income segment, SBI Long Duration Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals looking to invest for the long haul while aiming for potential capital appreciation. However, it's important to note that debt instruments with longer maturity might be more exposed to interest rate fluctuations. Assess your investment goals and risk tolerance before considering this fund. Consulting financial experts can provide personalized insights for informed decisions.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIP calculator online shows how SIP harnesses the power of compounding to grow your investments over time. Simply input your investment horizon and monthly contribution, and witness how SIP can pave the way to financial freedom and prosperity.


What is today's NAV of SBI Long Duration Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Long Duration Fund Jun 14 2024 is 11.5434

What is the AUM of SBI Long Duration Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Long Duration Fund is 1847.47 crore.

What is the expense ratio of SBI Long Duration Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Long Duration Fund is 0.23%

What are the returns of SBI Long Duration Fund since inception?

The SBI Long Duration Fund was launched on Dec 12 2022. The fund has delivered a CAGR of 10.17 since inception.

What is the minimum SIP amount to invest in SBI Long Duration Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Long Duration Fund is 500.

How do I invest in SBI Long Duration Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Long Duration Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Long Duration Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Long Duration Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.