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DEBT•MEDIUM DURATION FUND

SBI Medium Duration Fund

3 Year return

8.10%
NAV on December 19, 2025
56.8867
1D Returns
+0.03%
Launched on January 2013(12 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
13.53%₹487
Total Value ₹4,087

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹6,945.68 Cr.
Expense Ratio
0.71% (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

ARQ Rating
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 Dec 2023

MJ

Mohit Jain

Fund Manager since Nov 2017

PK

Pradeep Kesavan

Fund Manager since Dec 2023

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Aditya Birla Sun Life Medium Term10.1132%
4
Nippon India Medium Duration Fund8.817%
2
ICICI Prudential Medium Term Bond Fund8.5793%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Magnum Medium Duration Fund Direct Plan Growth

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
6.5636%
Expense Ratio
0.71%
Fund Manager
Lokesh Mallya
Fund Size
₹6945.68 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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. Step 3: Compare!

FAQs

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 December 19, 2025, is ₹56.8867
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 ₹6945.68 crore.
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 0.71%
The SBI Medium Duration Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,087 in 3Y at 8.1011% returns
SIP Date1st of every month

Your next SIP Payment will be on 19 January 2026

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