SBI Short Term Debt Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 05-07-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.86% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,746.28 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: - |
33.4264
-0.01 (-0.0203%)
6.63%
Benchmark: 8.0%
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
10 Years 8 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 | 7.79 |
| Average Maturity | 2.8 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 4.6 | 6.91 | 6.76 | 5.78 | 6.67 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.25 | 7.15 | 7.14 | 6.34 | 7.22 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 5.08 | 7.26 | 7.0 | 6.02 | 6.94 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 5.08 | 7.26 | 7.01 | 6.03 | 6.94 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 4.94 | 7.15 | 7.13 | 6.13 | 7.17 |
| Bandhan Short Duration Fund - Regular Plan - Growth | 14-12-2000 | 4.81 | 7.11 | 6.91 | 5.76 | 6.7 |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 4.74 | 7.11 | 6.95 | 5.94 | 6.76 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 4.68 | 6.95 | 6.85 | 6.07 | 7.03 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 4.6 | 6.91 | 6.76 | 5.78 | 6.67 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 4.56 | 6.88 | 6.68 | 5.52 | 6.54 |
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%
