SBI Medium to Long Term Fund - 1998 - Growth
SBI Mutual Fund
₹73.47 (+0.03%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
2.92% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.48%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Medium to Long Duration
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,020
Invested ₹1,000
▲+2.05%1 year
₹1,029
Invested ₹1,000
▲+2.92%3 years
₹1,061
Invested ₹1,000
▲+6.14%5 years
₹1,054
Invested ₹1,000
▲+5.41%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to HighThis fund
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Med to Long Dur Debt A-III TR INR |
|---|---|
| Secondary Index Name | CRISIL Med to Long Dur Debt A-III TR INR |
| Index Name | NIFTY Medium Long Dur Debt TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +2.92% | +6.14% | +5.41% | — |
| Cumulative returns (%) | +2.92% | +19.56% | +30.14% | +90.05% |
Fund Manager
| Manager | Mohit Jain |
|---|---|
| Role | Manager |
| Manager Tenure | 1.25 yrs |
About Fund
| Date of Incorporation | 25 Nov 1998 |
|---|---|
| Fund House | SBI Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 6.92% Govt Stock 2039 | 14.62% |
| 7.24% Govt Stock 2055 | 11.66% |
| 6.94% Govt Stock 2036 | 8.49% |
| 6.79% Govt Stock 2034 | 8.17% |
| National Bank For Agriculture And Rural Development | 7.26% |
| 6.48% Govt Stock 2035 | 7.10% |
| 6.75% Govt Stock 2033 | 5.08% |
| Muthoot Finance Limited | 4.88% |
| 6.68% Govt Stock 2040 | 4.68% |
| 6.9% Bihar Sgs 2035 | 4.62% |
| Jsw Jfe Kalinga Steel Limited | 3.81% |
| Torrent Power Limited | 3.72% |
| Rec Limited | 3.66% |
| Bharti Telecom Limited | 3.60% |
| Adani Power Limited | 3.43% |
| Indostar Capital Finance Limited | 3.39% |
| Renew Solar Energy (Jharkhand Five) Private Limited | 3.34% |
| H.G. Infra Engineering Limited | 3.04% |
| Jtpm Metal TRaders Limited | 3.00% |
| Indostar Capital Finance Limited | 3.00% |
| 6.33% Govt Stock 2035 | 2.95% |
| Motilal Oswal Finvest Limited | 2.90% |
| Avanse Financial Services Limited | 2.80% |
Investment Strategy
To provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn’t assure or guarantee any returns.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.