SBI Short Term Debt Fund - Regular Plan -Growth
Fund House: SBI Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 05-07-2007
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 1000.0
Benchmark: CRISIL Short Duration Debt A-II Index
Total Assets: 16452.92 As on (31-07-2025)
Expense Ratio: 0.85% As on (31-07-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 26-08-2025
32.4009
-0.0393
CAGR Since Inception
6.71%
CRISIL Short Duration Debt A-II Index 8.31%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Short Term Debt Fund - Regular Plan -Growth | 8.14 | 7.27 | 5.88 | 6.97 | 6.71 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 7.97 | 7.2 | 6.08 | 6.74 | 6.98 |
Funds Manager
Mr. Rajeev Radhakrishnan, Mr. Mohit Jain,
RETURNS CALCULATORS for SBI Short Term Debt Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Short Term Debt Fund - Regular Plan -Growth
Portfolio Holdings
Show All Holdings
Sector Allocation
Show All Sectors
PEER COMPARISION of SBI Short Term Debt Fund - Regular Plan -Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Short Term Debt Reg Gr | 05-07-2007 | 8.14 | 7.74 | 7.27 | 5.88 | 6.97 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 9.33 | 8.11 | 9.64 | 10.2 | 5.67 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 8.5 | 8.05 | 7.41 | 6.12 | 7.2 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 8.5 | 8.03 | 7.4 | 6.11 | 7.2 |
| Nippon India Short Duration Fund Gr Plan | 01-12-2002 | 8.37 | 7.97 | 7.35 | 6.23 | 7.04 |
| HDFC Short Term Debt Gr | 05-06-2010 | 8.23 | 8.09 | 7.6 | 6.36 | 7.44 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 8.14 | 7.74 | 7.27 | 5.88 | 6.97 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 8.11 | 7.73 | 7.07 | 5.61 | 6.8 |
| Baroda BNP Paribas Short Duration Gr | 30-06-2010 | 8.1 | 7.67 | 7.27 | 5.83 | 6.98 |
| ABSL Short Term Gr Reg | 09-05-2003 | 8.09 | 7.82 | 7.31 | 6.47 | 7.36 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Short Term Debt Fund - Regular Plan -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Short Term Debt Fund - Regular Plan -Growth | 1.02 | -0.34 | 3.63 | 1.98 | 6.87 | 3.39 |
| Debt: Short Duration | - | - | - | - | - | - |