SBI Long Duration Fund Direct Growth

Scheme code: INF200KA16T4 NAV value: ₹ 12.5448 NAV date: 18 March, 2026 TER: 0.30%

Fund option: Direct Fund type: Growth

Asset class: Debt Asset category: Long Duration Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	2.23	14.95	8.59	8.47	6.78
3 year	7.16	7.88	7.45	7.49	7.89

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.47
3 year	6.28	30.95	15.04	7.49
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	8.47
3 year	9.08	26.46	18.8	7.49
5 year	3.67	28.39	14.12
7 year	8.54	16.39	12.66
10 year	12.91	14.35	13.63

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	8.47
3 year	6.56	19.64	13.57	7.49
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.47
3 year	7.68	21.49	15.06	7.49
5 year	10.37	13.5	11.93

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	8.47
3 year	10.41	25.89	18.61	7.49
5 year	13.4	16.23	14.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.47
3 year	8.04	32.03	17.81	7.49
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,593 - Absolute Returns: ₹42,593 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,22,533 - Absolute Returns: ₹3,22,533 - CAGR: %

Max Drawdown

-4.13 %

Drawdown Duration

3 months

Avg Drawdown

-0.82 %

1 Y

2.0507

3 Y

1.8134

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-4.23	0.05	7.4	4.4	2.14 %	4.00 %
3 years	0.41	0.06	9.9	0.3	7.18 %	11.28 %
5 years	-1.80	0.05	9.7	-0.2	4.63 %	5.17 %
7 years	-3.07	0.05	9.7	-0.2	3.28 %	3.67 %
10 years	-4.00	0.05	9.7	-0.2	2.29 %	2.55 %
12 years	-4.36	0.05	9.7	-0.2	1.90 %	2.12 %
15 years	-4.72	0.05	9.7	-0.2	1.52 %	1.70 %