NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹71.60
-0.04%
NAV as on 09 Feb 26, 12:00 AM
moderately high risk
medium to long duration
debt
NAV as on 09 Feb 26, 12:00 AM
moderately high risk
medium to long duration
debt
4.79%p.a.
Last 1Y
6.76%p.a.
Last 3Y
5.68%p.a.
Last 5Y
7.50%p.a.
Since Inception
About SBI Medium to Long Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Medium to Long Duration Fund -Growth scheme from SBI Mutual Fund. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on Nov 1998, SBI Medium to Long Duration Fund -Growth is Medium to Long Duration fund of its category with 2,087.38 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
- SBI Medium to Long Duration Fund -Growth delivered 4.8% annual returns during the last year. It has delivered 7.5% average annual returns since the fund was launched.
- SBI Medium to Long Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn’t assure or guarantee any returns.
Top 10 Holdings
Repo
4.08%
Net Receivables
2.17%
JM FINANCIAL ASSET RECONSTRUCTION COMPANY LIMITED TR B 10.21 NCD 02FB26 FVRS1LAC
0.54%
AVANSE FINANCIAL SERVICES LIMITED SR 26 RR NCD 29MY26 FVRS1LAC
2.63%
TORRENT POWER LIMITED SR 11 TR 11D 8.5 NCD 07JU31 FVRS1LAC
3.69%
GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100
2.85%
POONAWALLA HOUSING FINANCE LIMITED SR I 8.65 LOA 16SP25 FVRS1LAC
0.38%
AADHAR HOUSING FINANCE LIMITED 8.5 NCD 17AG26 FVRS1LAC
1.20%
Others Class A2 AIF
0.29%
INDOSTAR CAPITAL FINANCE LIMITED SR XV 25 9.95 NCD 24SP25 FVRS1LAC
2.99%
Fund Managers
- Mohit Jain (Jul 2025 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Medium to Long Duration Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Medium to Long Duration Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Medium to Long Duration Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Medium to Long Duration Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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