debtLow risk

SBI MEDIUM TO LONG 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 19 Mar 2013.

Latest price per unit

₹23.3053

▼ 0.03% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.6k gain · 5.6% / year

Invested 3 years ago

₹1.22 L

▲ ₹22.3k gain · 6.9% / year

Invested 5 years ago

₹1.35 L

▲ ₹35.4k gain · 6.2% / 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

1.9%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.54%

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 year5.63%

CAGR — 3 years6.95%

CAGR — 5 years6.24%

CAGR — since launch5.07%

Volatility — 1 year (annualised)2.04%

Volatility — 3 years (annualised)1.86%

Max drawdown — 1 year-1.34%

Max drawdown — 3 years-1.34%

Sharpe ratio — 1 year (rf=6%)-0.18

Sharpe ratio — 3 years (rf=6%)0.50

Fund info

Fund house: SBI Mutual Fund
Category: Income/Debt Oriented Schemes - Medium to Long Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF200K01YS8
ISIN (Div re-invest): INF200K01YT6
Fund code: 121940
First price on record: 19 Mar 2013 · 3,256 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.