Fundalysisby DARKHORSESTOCKS

Scheme

SBI Medium to Long Term Fund

Holds 1 companies worth ₹6.3 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹2,036 CrSBI Medium to Long Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 0.5% on Aug 2026, ₹2,046 Cr.

  • Largest holding

    Raajmarg Infra Investment TrustRaajmarg Infra Investment Trust is 0.3% of this scheme's NAV.

  • Fund manager

    Mohit JainRuns it since 1 Jul 2025, as the fund house dates it.

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,036−0.5%
Aug 20262,046−0.3%
Jul 20262,051−0.2%
Jun 20262,055+1.8%
May 20262,019−0.2%
Apr 20262,024−0.5%
Mar 20262,034−2.4%
Feb 20262,085−0.1%
Jan 20262,088−3.3%
Dec 20252,159−0.4%
Nov 20252,168−0.1%
Oct 20252,171+0.4%
AUM at month end, Sept 2026
₹2,036 Cr
−6.2% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202632.70%−0.53 pt
Jun 202633.24%+0.27 pt
Mar 202632.96%−1.11 pt
Dec 202534.07%+6.03 pt
Direct plans' share of AUM, Sept 2026
32.70%
−1.37 pt since Dec 2025
Fig. 2.SBI Medium to Long Term Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium to Long Duration Debt A-III Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.59%−0.64%––−0.69%
3 months *
−0.21%−0.39%––−0.54%
6 months *
+2.41%+2.05%––+2.50%
1 year
+3.66%+2.92%+2.36%+1.30 pt+3.40%
3 years
+6.87%+6.13%+6.65%+0.22 pt+6.90%
5 years
+6.12%+5.40%+5.50%+0.63 pt+6.01%
10 years
+7.37%+6.62%+6.64%+0.73 pt+6.57%
Since launch
+7.81%+7.39%+7.52%+0.29 pt+7.47%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium to Long Duration Debt A-III Index. * From NAVs. Source: AMFI.