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NAVs as of 20 Aug 2026

SBI Medium Duration FundDirectAditya Birla Sun Life Medium TermDirectKotak Medium Term FundDirectICICI Prudential Medium Term Bond FundDirect4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 25 Mar 201420 Aug 2026, limited by Kotak Medium Term Fund. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
DateSBI Medium Duration FundAditya Birla Sun Life Medium TermKotak Medium Term FundICICI Prudential Medium Term Bond Fund
25 Mar 2014₹100.00₹100.00₹100.00₹100.00
07 Apr 2015₹118.49₹113.01₹112.71₹113.51
18 Apr 2016₹127.45₹125.12₹125.71₹124.23
01 May 2017₹145.70₹137.78₹139.78₹137.11
13 May 2018₹156.06₹148.39₹148.97₹146.41
26 May 2019₹170.44₹154.75₹161.00₹156.78
07 Jun 2020₹192.69₹144.89₹170.36₹172.72
19 Jun 2021₹209.81₹169.68₹188.01₹192.10
02 Jul 2022₹216.27₹183.23₹195.76₹199.76
14 Jul 2023₹234.42₹229.58₹210.35₹216.69
26 Jul 2024₹253.31₹249.44₹230.21₹234.36
07 Aug 2025₹276.86₹285.97₹254.43₹258.17
20 Aug 2026₹296.36₹313.20₹274.48₹278.98
SBI Medium Duration Fund, Aditya Birla Sun Life Medium Term, Kotak Medium Term Fund, ICICI Prudential Medium Term Bond Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Medium Duration Fund median.
Metric
SBI · Direct
NAV ₹59.64
Moderate risk
★★★☆☆
Aditya Birla Sun Life · Direct
NAV ₹47.98
Moderate risk
★★★★☆
Kotak Mahindra · Direct
NAV ₹27.54
Moderate risk
★★★☆☆
ICICI Prudential · Direct
NAV ₹53.72
Moderate risk
★★★★★
Category median
Medium Duration Fund · 12 funds
+7.18%+9.52%Best in row+7.79%+8.05%+6.65%
+7.96%+10.74%Best in row+9.15%+8.63%+7.96%
+6.91%+12.82%Best in row+7.55%+7.51%+6.89%
+8.25%+9.19%Best in row+7.66%+8.01%+7.63%
+8.83%+9.77%Best in row+8.48%+8.53%+8.04%
+7.67%+11.52%Best in row+8.42%+8.31%
+9.00%+9.47%Best in row+7.92%+8.44%+7.99%
+8.85%+8.94%+7.69%+8.28%+7.69%
+8.95%+9.33%Best in row+8.08%+8.38%+8.05%
Risk
1.21%2.35%1.44%1.23%1.23%
1.211.801.841.731.20
1.804.74Best in row2.782.601.78
-7.45%-12.65%-5.17%-5.14%-5.24%
0.72%0.83%0.67%Best in row0.73%0.71%
₹6,442Cr₹3,126Cr₹1,821Cr₹5,464Cr₹1,562Cr
1.00%1.00%NoneUp to 1.00%
₹500₹1.00K₹100₹1.00K
₹5.00K₹1.00K₹100₹5.00K
Lokesh Mallya · 2.7yMohit Sharma · 6yDeepak AgrawalManish Banthia
29 Jan 201302 Jan 201325 Mar 201424 Jan 2013
3.2%2.3%2.8%-1.6%
9 rows carry the same value for every fund — show
Benchmark
Alpha
Beta
Upside capture
Downside capture
Lock-in
None
Portfolio turnover
Holdings
Top 10 weight

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.