SBI Long Duration Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Long Duration Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on December 21, 2022, and falls under the Long Duration fund category. It currently manages an AUM of Rs 2,542.8 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.29% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate returns by investing in debt and money market instruments such that the Macaulay duration of the scheme portfolio is greater than 7 years.

• Performance:

  SBI Long Duration Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 3.38% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 2.43%.