SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund House: SBI Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 27-07-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.82% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 10000.0 |
| Minimum Topup: 5000.0 |
| Total Assets: 17,441.94 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: - |
37.3194
0.01 (0.0196%)
7.45%
Benchmark: 8.24%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
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
8 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide investors an opportunity to generate regular income through investments in a portfolio comprising predominantly of debt instruments which are rated not below investment grade and money market instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.02 |
| Sharpe Ratio | -0.34 |
| Alpha | 3.63 |
| Beta | 1.98 |
| Yield to Maturity | 7.77 |
| Average Maturity | 3.71 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 8.28 | 7.98 | 7.53 | 5.75 | 6.95 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.57 | 8.26 | 7.69 | 6.03 | 7.17 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 8.57 | 8.24 | 7.68 | 6.03 | 7.16 |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 8.51 | 8.23 | 7.7 | 6.13 | 7.02 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 8.29 | 8.09 | 7.61 | 6.18 | 7.36 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 8.28 | 7.98 | 7.53 | 5.75 | 6.95 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 8.24 | 8.28 | 7.86 | 6.2 | 7.41 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 8.23 | 8.04 | 7.76 | 6.4 | 7.46 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 8.19 | 7.9 | 7.39 | 5.53 | 6.75 |
| Invesco India Short Duration Fund - Growth | 24-03-2007 | 8.03 | 7.97 | 7.3 | 5.38 | 6.5 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
