debtLow risk

SBI MEDIUM TERM FUND - Regular Plan - Growth

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From SBI Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹54.8693

▼ 0.04% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹6.6k gain · 6.6% / year

Invested 3 years ago

₹1.24 L

▲ ₹23.6k gain · 7.3% / year

Invested 5 years ago

₹1.36 L

▲ ₹35.9k gain · 6.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

1.2%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.91%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.62%

CAGR — 3 years7.32%

CAGR — 5 years6.33%

CAGR — since launch7.60%

Volatility — 1 year (annualised)1.43%

Volatility — 3 years (annualised)1.20%

Max drawdown — 1 year-0.72%

Max drawdown — 3 years-0.72%

Sharpe ratio — 1 year (rf=6%)0.40

Sharpe ratio — 3 years (rf=6%)1.06

Fund info

Fund house: SBI Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF200K01719
ISIN (Div re-invest): —
Fund code: 102053
First price on record: 3 Apr 2006 · 4,950 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.