SBI LOW DURATION FUND - REGULAR PLAN - GROWTH
(Erstwhile SBI Magnum Low Duration Fund - Regular Plan - Growth)
Fund House: SBI Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 01-07-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Low Duration Debt A-I Index |
| TER: 0.95% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 16,668.82 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - |
3599.2846
0.27 (0.0076%)
7.18%
Benchmark: 5.51%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
BSE Liquid Rate Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide investors with an opportunity togenerate regular income with high degree ofliquidity through investments in a portfoliocomprising predominantly of moneymarket instruments with maturity / residualmaturity up to one year and debtinstruments which are rated not belowinvestment grade by a credit rating agency.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.5 |
| Average Maturity | 1.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI LOW DURATION FUND - REGULAR PLAN - GROWTH | 01-07-2007 | 6.95 | 7.06 | 6.98 | 5.62 | 6.54 |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 8.41 | 7.88 | 7.64 | 6.05 | 6.67 |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 7.6 | 7.73 | 7.71 | 6.27 | 7.2 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 7.45 | 7.52 | 7.4 | 7.12 | 6.12 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 7.41 | 7.49 | 7.35 | 6.02 | 6.81 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 7.41 | 7.49 | 7.35 | 6.02 | 6.7 |
| Canara Robeco Savings Fund - Regular Plan - Growth Option | 05-03-2005 | 7.14 | 7.19 | 7.13 | 5.72 | 6.5 |
| Invesco India Low Duration Fund - Growth | 18-01-2007 | 7.12 | 7.31 | 7.16 | 5.78 | 6.66 |
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 10-03-2007 | 7.11 | 7.22 | 7.07 | 5.89 | 6.61 |
| HDFC Low Duration Fund - Growth | 05-11-1999 | 7.1 | 7.2 | 7.16 | 5.82 | 6.67 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
