debtLow risk

SBI MEDIUM TERM FUND - Direct Plan - IDCW

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 17 Apr 2013.

Latest price per unit

₹23.2011

▲ 0.08% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.4k gain · 7.4% / year

Invested 3 years ago

₹1.25 L

▲ ₹25.5k gain · 7.9% / year

Invested 5 years ago

₹1.39 L

▲ ₹39.4k gain · 6.9% / 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

-7.46%

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 year7.38%

CAGR — 3 years7.86%

CAGR — 5 years6.86%

CAGR — since launch5.67%

Volatility — 1 year (annualised)1.42%

Volatility — 3 years (annualised)1.21%

Max drawdown — 1 year-0.68%

Max drawdown — 3 years-0.68%

Sharpe ratio — 1 year (rf=6%)0.93

Sharpe ratio — 3 years (rf=6%)1.50

Fund info

Fund house: SBI Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF200K01UZ1
ISIN (Div re-invest): INF200K01VA2
Fund code: 119825
First price on record: 17 Apr 2013 · 3,239 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.