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: -

37.7392

7.3%

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 -
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 3.8 6.6 6.58 5.7 6.63
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 4.62 6.88 7.0 6.25 7.18
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 4.38 6.98 6.84 5.94 6.9
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 4.38 6.98 6.85 5.95 6.91
HDFC Short Term Debt Fund - Growth Option 05-06-2010 4.14 6.85 6.96 6.03 7.13
Bandhan Short Duration Fund - Regular Plan - Growth 14-12-2000 4.03 6.79 6.74 5.67 6.66
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 3.93 6.64 6.58 7.11 6.0
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 3.92 6.64 6.67 5.97 6.99
Nippon India Short Duration Fund-Growth Plan 01-12-2002 3.9 6.8 6.76 5.83 6.71
Mahindra Manulife Short Duration Fund - Regular Plan - Growth 23-02-2021 3.88 6.4 6.42 5.41 -

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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