SBI Medium to Long Duration Fund Direct Growth
Scheme code: INF200K01SR2
NAV value:
₹ 78.0907
NAV date: 18 March, 2026
TER: 0.77%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.03 | 15.49 | 8.16 | 8.26 | 7.76 |
| 3 year | 5.06 | 11.78 | 8.38 | 8.32 | 8.23 |
| 5 year | 6.17 | 10.26 | 8.23 | 8.28 | 6.32 |
| 7 year | 7.18 | 10.14 | 8.35 | 8.46 | 6.36 |
| 10 year | 7.74 | 8.70 | 8.30 | 8.31 | 7 |
| 12 year | 7.90 | 8.66 | 8.28 | 8.24 | 7.29 |
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: ₹12,44,143 - Absolute Returns: ₹44,143 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,52,191 - Absolute Returns: ₹4,52,191 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,89,648 - Absolute Returns: ₹12,89,648 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,71,970 - Absolute Returns: ₹26,71,970 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,79,04,662 - Absolute Returns: ₹59,04,662 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,36,24,799 - Absolute Returns: ₹92,24,799 - CAGR: %Drawdown Metrics
Max Drawdown
-8.54 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-0.48 %
Calmar Ratio by Duration
1
Y
0.9674
3
Y
0.9744
5
Y
0.9697
7
Y
0.9908
10
Y
0.9732
12
Y
0.965