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
₹53.07
0.00%
NAV as on 17 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
NAV as on 17 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
7.33%p.a.
Last 1Y
7.66%p.a.
Last 3Y
6.29%p.a.
Last 5Y
7.78%p.a.
Since Inception
About SBI Medium Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Medium Duration Fund -Growth scheme from SBI Mutual Fund. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Nov 2003, SBI Medium Duration Fund -Growth is Medium Duration fund of its category with 6,830.29 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- SBI Medium Duration Fund -Growth delivered 7.3% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- SBI Medium 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 attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 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
0.82%
Net Receivables
2.82%
Yes Bank Ltd Bonds 8.00 30/09/2026
3.27%
PUNJAB NATIONAL BANK SR XXI 7.25 LOA 29JL30 FVRS10LAC
0.15%
CENTRAL GOVERNMENT LOAN 23277 GOI 22SP33 FLT FV RS 100
0.68%
LATUR RENEWABLE PRIVATE LIMITED SR 1C 7 NCD 20NV25 FVRS10LAC
1.20%
TORRENT POWER LIMITED SR 7C 7.25 NCD 03MR27 FVRS10LAC
1.24%
TORRENT POWER LIMITED SR 8C 7.10 NCD 11MR26 FVRS10LAC
2.30%
TORRENT POWER LIMITED SR 10B 8.35 NCD 02JU28 FVRS10LAC
0.74%
TORRENT POWER LIMITED SR 10C 8.55 NCD 02JU31 FVRS10LAC
0.65%
Fund Managers
- Mohit Jain (Dec 2023 - Present)
- Lokesh Mallya (Dec 2023 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Medium Duration Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Medium 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 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 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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Frequently Asked Questions
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