SBI Short Term Debt Fund - Direct Plan -Growth
Fund House: SBI Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.4% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,543.85 Cr As on 30-05-2025(Source:AMFI) |
| Turn over:
-
|
Exit Load:
\r\n\tNil \r\n |
34.3564
0.03 (0.078%)
7.93%
Benchmark: 8.31%
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
4 Years 9 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 | 0.16 |
| Alpha | 4.13 |
| Beta | 1.98 |
| Yield to Maturity | 6.84 |
| Average Maturity | 3.5 |
PEER COMPARISON
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
Others
100.0%
