Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | 7.09 | 2.74 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.62 | 7.05 | 2.78 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI Long Duration Fund | 13.60% | — | 10.97% |
Nippon India Nivesh Lakshya Fund | 12.78% | 7.10% | 9.32% |
HDFC Long Duration Debt Fund | 13.72% | — | 10.81% |
ICICI Pru Long Term Bond Fund | 11.33% | 6.18% | 8.27% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Debt
Others
Holdings
55.73 %
Holdings
14.43 %
Holdings
7.00 %
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
105
Total AUM
₹ 7,65,517.29 Cr.
Tejas Soman
AUM: ₹32,531.20 Cr.
|
Exp: 8yrs
Post Graduate Program, B.Com
Mr. Tejas Soman (Debt Dealer) joined SBIFML in February 2020.He has over 8 years of experience in finance and service sector.
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data