SBI Long Duration RegIDCW-R

SBI Long Duration RegIDCW-R Fund Details and Key Information

SBI Long Duration RegIDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹1533.47 Cr

• Expense Ratio: 0.67%

• Cash Holding: 19.44%

• Plan Type: Dividend

• Benchmark: CRISIL Long Duration Debt TR INR

• Launch Date: 2022-12-12

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

SBI Long Duration RegIDCW-R Returns and Performance

SBI Long Duration RegIDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 2.81%

• 3 Months: 4.97%

• 6 Months: 2.84%

• 1 Year: 3.08%

• 3 Years: 0.22%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

SBI Long Duration RegIDCW-R Risk Level and Volatility

Understanding risk is important before investing. SBI Long Duration RegIDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

SBI Long Duration RegIDCW-R Portfolio Allocation

The asset allocation of SBI Long Duration RegIDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 19.44%

This allocation plays a key role in determining the fund’s risk and return profile.

SBI Long Duration RegIDCW-R Sector Allocation

SBI Long Duration RegIDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

-

Sector allocation data helps investors understand which industries the fund is focusing on.

SBI Long Duration RegIDCW-R Fund House

SBI Long Duration RegIDCW-R is managed by:

AMC Name: SBI Funds Management Ltd

A strong fund house with a proven track record can improve investor confidence.

SBI Long Duration RegIDCW-R Minimum Investment

Investors can start investing in SBI Long Duration RegIDCW-R with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.