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: 0.85% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 10000.0 |
| Minimum Topup: 5000.0 |
| Total Assets: 13,746.28 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: - |
38.4694
0.03 (0.073%)
7.36%
Benchmark: 8.06%
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 | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 | 5.14 | 7.15 | 7.09 | 6.04 | 6.71 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.97 | 7.47 | 7.49 | 6.62 | 7.25 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 5.68 | 7.56 | 7.4 | 6.3 | 7.0 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 5.68 | 7.56 | 7.41 | 6.31 | 7.0 |
| Bandhan Short Duration Fund - Regular Plan - Growth | 14-12-2000 | 5.67 | 7.47 | 7.38 | 6.08 | 6.78 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 5.6 | 7.43 | 7.47 | 6.37 | 7.22 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 5.46 | 7.25 | 7.21 | 6.32 | 7.07 |
| MahIndra Manulife Short Duration Fund - Regular Plan - Growth | 23-02-2021 | 5.43 | 7.02 | 6.99 | 5.8 | - |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 5.36 | 7.42 | 7.31 | 6.18 | 6.8 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 5.21 | 7.17 | 7.08 | 5.82 | 6.6 |
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
