SBI Medium Term Fund
SBI Medium Term Fund is a medium term fund of SBI Funds Management Limited with ₹6,386 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 4 of 4 periods. Its direct plan charges 0.72% a year.
What is SBI Medium Term Fund invested in?
87% in debt, 2% in shares and 6% in cash, as of None.
Has SBI Medium Term Fund beaten its benchmark?
Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 4 of 4 periods in AMFI's figures; +5.64% over the last year against +1.94%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.45% | −3.60% | — |
| 3 months | +0.57% | −5.03% | — |
| 6 months | +2.80% | −1.83% | — |
| 1 year | +5.51% | −4.06% | +9.57 pts |
| 3 years | +7.58% | +9.27% | −1.69 pts |
| 5 years | +6.70% | +8.00% | −1.30 pts |
| 10 years | +7.97% | +12.69% | −4.72 pts |
| Since start from 29 Jan 2013 | +8.71% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +5.64% | +5.12% | +1.94% | +3.70 | 🔒 |
| 3y | +7.61% | +7.06% | +6.29% | +1.32 | 🔒 |
| 5y | +6.71% | +6.16% | +5.29% | +1.42 | 🔒 |
| 10y | +7.97% | +7.36% | +6.51% | +1.46 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹215 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does SBI Medium Term Fund cost?
0.72% a year on the direct plan, 1.22% on the regular plan; 7 of 12 funds in its category charge less.
Who manages SBI Medium Term Fund?
Questions people ask
What is the expense ratio of SBI Medium Term Fund?
0.72% a year on the direct plan and 1.22% on the regular plan (expense report, Oct 2026).
How has SBI Medium Term Fund done?
Its direct plan returned +7.61% a year over 3 years against +6.29% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 13 Oct 2026.
See SBI Medium Term Fund beside your own funds in Valarth
