About Fund
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.
The SBI Medium to Long Term Fund Regular Growth has an AUM of 2051.42 crores & has delivered CAGR of 5.55 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.49%. The minimum investment in SBI Medium to Long Term Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include 7.24% Govt Stock 2055, 6.68% Govt Stock 2040, 6.94% Govt Stock 2036, Muthoot Finance Limited.
The major sectors where the fund is invested are Misc. Financial Services.
Some of the similar funds are ICICI Prudential Bond Fund Growth, SBI Medium to Long Term Fund Regular Growth, Kotak Bond Growth, HDFC Medium to Long Term Fund Growth, Aditya Birla Sun Life Medium to Long Term Fund Regular Plan Growth. SBI Medium to Long Term Fund Regular Growth has a sharpe ratio of 0.02 & a standard deviation of 2.31%.
