SBI MEDIUM Duration Fund Direct Growth
Scheme code: INF200K01VB0
NAV value:
₹ 57.4991
NAV date: 18 March, 2026
TER: 0.71%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 2.24 | 21.16 | 8.52 | 9.35 | 8.07 |
| 3 year | 5.28 | 14.15 | 9.43 | 9.07 | 6.96 |
| 5 year | 6.48 | 12.05 | 8.61 | 8.97 | 6.31 |
| 7 year | 7.71 | 11.81 | 8.82 | 9.09 | 6.54 |
| 10 year | 8.44 | 10.09 | 8.95 | 9.04 | 7.22 |
| 12 year | 8.98 | 9.78 | 9.32 | 9.30 | 8.31 |
SIP rolling returns
Summary
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,208 - Absolute Returns: ₹48,208 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,87,448 - Absolute Returns: ₹4,87,448 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,91,088 - Absolute Returns: ₹13,91,088 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,73,200 - Absolute Returns: ₹27,73,200 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,82,00,436 - Absolute Returns: ₹62,00,436 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,42,84,052 - Absolute Returns: ₹98,84,052 - CAGR: %Drawdown Metrics
Max Drawdown
-7.45 %
Drawdown Duration
3 months
Recovery Time
5 months
Avg Drawdown
-0.28 %
Calmar Ratio by Duration
1
Y
1.2544
3
Y
1.2169
5
Y
1.2035
7
Y
1.2196
10
Y
1.2129
12
Y
1.2477