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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 5000.0
Total Assets: 16,276.82 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: \r\n\tNil\r\n

37.1703

7.45%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 8.27 8.06 7.6 5.76 6.94
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.4 8.48 9.98 10.08 5.6
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.6 8.4 7.75 6.03 7.16
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.6 8.39 7.74 6.03 7.16
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.45 8.35 7.75 6.16 7.0
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.27 8.06 7.6 5.76 6.93
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 8.23 8.12 7.79 6.37 7.42
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.22 8.39 7.91 6.2 7.41
HSBC Short Duration Fund - Regular Growth 01-01-2013 8.17 8.05 7.43 5.56 6.75
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.14 8.17 7.61 6.16 7.33

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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