Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.11%
1 Month-3.19%
3 Months-2.45%
6 Months-1.67%
1 Year-1.89%
3 Years (CAGR)+5.69%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2022)+5.98%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-3.59%
3 Year SIP+3.25%
5 Year SIP—
Since Inception (Dec 2022)+3.65%
Fund Details
Fund HouseSBI Mutual Fund
CategoryLong Duration
Plan Typeregular
Optiongrowth
AUM₹1,792 Cr
Expense Ratio0.67%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date28 Dec 2022
AMFI Code151212
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
SBI Long Duration Fund - Regular Plan - Growth by SBI Mutual Fund is a Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Long Duration category.
About This Fund
SBI Long Duration Fund - Regular Plan - Growth is a Long Duration mutual fund offered by SBI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,792 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.67%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations