SBI MEDIUM DURATION FUND vs ICICI Prudential Medium Term Bond Fund
Updated June 2026 · both Medium Duration funds · metrics from AMFI NAVs
In short: ICICI Prudential Medium Term Bond Fund has the higher 3-year return (+8.26%); SBI MEDIUM DURATION FUND has the lower expense ratio (0.72%); ICICI Prudential Medium Term Bond Fund has the better risk-adjusted return (Sharpe 0.02). This is analysis from past data, not a recommendation.
| Metric | SBI MEDIUM DURATION FUND | ICICI Prudential Medium Term Bond Fund |
|---|---|---|
| 1Y return | +5.65% | +6.88% |
| 3Y CAGR | +7.57% | +8.26% |
| 5Y CAGR | +6.70% | +7.27% |
| Sharpe ratio | -0.39 | 0.02 |
| Max drawdown | -1.7% | -1.2% |
| Volatility | 1.4% | 1.3% |
| Alpha | +0.80% | +1.36% |
| Expense ratio (Direct) | 0.72% | 0.73% |
| AUM | ₹6.8K Cr | ₹5.7K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
SBI MEDIUM DURATION FUND has the lower Direct-plan expense ratio (0.72%), versus 0.73% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
ICICI Prudential Medium Term Bond Fund has the higher 3-year CAGR (+8.26%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.