SBI Medium to Long Term Fund

Q: How to invest in SBI Medium to Long Term Fund through Rupeezy?

Open the Rupeezy app. If you're on the Stocks or F&O screen, switch to the Mutual Funds section. Tap on Explore to browse available mutual fund schemes. Select the SBI Medium to Long Term Fund (or any fund you want to invest in). Choose your investment mode: Lumpsum or SIP. Enter the investment amount. Complete the payment using UPI, Net Banking, or other available options.

Q: Is SBI Medium to Long Term Fund good?

The SBI Medium to Long Term Fund has an AUM of ₹2051.42 Cr as on 8/27/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.12%. The risk is Moderately High against the category average of 19.51.

Q: Is SBI Medium to Long Term Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of SBI Medium to Long Term Fund?

There is no lock-in period applicable on SBI Medium to Long Term Fund.

Q: What is the expense ratio of SBI Medium to Long Term Fund?

The expense ratio of SBI Medium to Long Term Fund is 0.78%.

DebtMedium To Long Duration

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Fund Details

Current NAV

₹80.25

Total Expense Ratio

0.78%

Base Expense Ratio

Min SIP

₹500

Fund Size

₹2051Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: Nil for 10% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y

Fund Performance

Alpha

0.03%

Beta

0.71

Sharpe Ratio

0.095126

Risk

7.00%

Above numbers are based upon past 3 years

Returns Calculator

Per Month - ₹10.0K

Over the past

Automatic Step-up Learn more

Total Investment of ₹1,20,000

Would have become

₹1,49,748.59

(5.38)%

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

SBI Medium to Long Term Fund

Q1. How to invest in SBI Medium to Long Term Fund through Rupeezy?

Q2. Is SBI Medium to Long Term Fund good?

Q3. Is SBI Medium to Long Term Fund tax free?

Q4. What is the lock-in period of SBI Medium to Long Term Fund?

Q5. What is the expense ratio of SBI Medium to Long Term Fund?

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