DEBT•MEDIUM DURATION FUND
SBI Medium Duration Fund
3 Year return
8.00%
NAV on August 09, 2026
59.6004
1D Returns
+0.04%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
13.33%₹480
Total Value ₹4,080
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹6,465.54 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
For exit within 3 months from the date of allotment: 1% For exit after 3 months from the date of allotment - Nil
Ratings
3
Ratings by other agencies
Value Research
4
Crisil
3
Morning Star
5
Tax Implications
Tax on gains as per your income tax bracket
SBI Mutual Fund Manager
LM
Lokesh Mallya
Fund Manager since Jul 2025
MJ
Mohit Jain
Fund Manager since Nov 2017
PK
Pradeep Kesavan
Fund Manager since Apr 2024
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
270
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life Medium Term | 10.8006% | 4 |
| Kotak Medium Term Fund | 9.2287% | 4 |
| ICICI Prudential Medium Term Bond Fund | 8.673% | 5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Magnum Medium Duration Fund Direct Plan Growth is an open-ended scheme under the SBI Mutual Fund House. The fund is a medium-term debt strategy that invests in instruments such as the Macaulay Bond. The portfolio's duration ranges between 3 and 4 years. This medium duration fund has a benchmark of NIFTY Medium Duration Debt Index C-III.
Investment Objective of the Scheme
SBI Magnum Medium Duration Fund Direct Plan Growth aims to give investors the chance to create appealing returns with a reasonable amount of liquidity via investments in debt along with money market instruments so that the portfolio's Macaulay duration is between 3 and 4 years. Typically, medium duration funds such as this one tend to have a higher maturity compared to others. The scheme would invest its corpus in a wide variety of debt and money market assets in order to generate attractive risk-adjusted returns to its investors by actively managing credit risk and interest rate risk in its portfolio.
Key Features of The Fund
5-year return
6.9672%
Expense Ratio
0.72%
Fund Manager
Lokesh Mallya
Fund Size
₹6465.54 Cr.
Risk Profile
Moderately High
Is This Scheme Right for Me?
If you are interested in a regular mode of income, investing in SBI Magnum Medium Duration Fund Direct Plan Growth could be a good idea. This scheme could be suited to you if you wish to have investments in debt and money market securities and have a moderate to high risk appetite. The suggested investment horizon for this scheme is three years or more, to ensure that the downside risks are reduced and your returns are more predictable.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| 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.
Planning Tool at You Fingertips Now – SIP Calculator
Estimating and comparing your returns from different mutual funds can happen within under a minute with just 3 steps:
Step 1: Open Angel One's free SIP calculator.
Step 2: Enter your SIP Amount, investment horizon, and expected rate of return.
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FAQs
What is today's NAV of SBI Medium 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 Medium Duration Fund on August 09, 2026, is ₹59.6004
What is the AUM of SBI Medium 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 Medium Duration Fund, is ₹6465.54 crore.
What is the expense ratio of SBI Medium 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 Medium Duration Fund is 0.72%
What are the returns of SBI Medium Duration Fund since inception?
The SBI Medium Duration Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Medium 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 Medium Duration Fund is ₹500.
How do I invest in SBI Medium Duration Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Medium Duration Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Medium Duration Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Medium Duration Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,080 in 3Y at 7.9971% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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