Skip to main content
  • Home
  • MF Resrach
  • SBI Short Term Debt Fund - Regular Plan -Growth

SBI Short Term Debt Fund - Regular Plan -Growth

Category: Debt: Short Duration
Launch Date: 05-07-2007
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
Expense Ratio: 0.85% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,959 Cr As on (31-03-2025)
Turn over:
NAV (₹): 31.8194
₹ 0.01 ( 0.0192%)
as on 24-04-2025
CAGR Since Inception - 6.74%
CRISIL Short Duration Debt A-II Index - 8.31%

Fund Managers

Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan


Investment Objective

The scheme aims to generate regular income with high degree of liquidity by investing in a portfolio comprising of money market instruments and debt securities which should not be rated below investment grade by a credit rating agency.

PERFORMANCE of SBI Short Term Debt Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 24-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Short Term Debt Fund - Regular Plan -Growth 9.3 6.92 6.24 7.04 6.74
Benchmark - - - - -
Debt: Short Duration 9.2 6.92 6.52 6.83 7.01

RETURNS CALCULATOR 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 :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 7.33 3.89
Debt: Short Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Short Term Debt Reg Gr 05-07-2007 9.3 7.87 6.92 6.24 7.04
Bank of India Short Term Income Reg Gr 18-12-2008 10.5 8.06 9.37 10.4 5.8
Axis Short Duration Fund Reg Gr 22-01-2010 9.53 8.03 7.13 6.62 7.27
Axis Short Duration Fund Ret Gr 05-03-2010 9.53 8.01 7.12 6.62 7.26
Bandhan Bond Short Term Reg Gr 14-12-2000 9.53 7.95 6.97 6.35 7.05
HDFC Short Term Debt Gr 05-06-2010 9.48 8.3 7.34 6.97 7.54
Nippon India Short Term Gr 01-12-2002 9.47 8.09 6.98 6.57 7.1
ABSL Short Term Gr Reg 09-05-2003 9.38 7.99 7.22 7.2 7.44
Sundaram Short Duration Fund Reg Principal Units 01-01-2013 9.33 7.88 6.96 0.0 0.0
Sundaram Short Duration Fund Gr 01-01-2013 9.33 7.88 6.96 7.79 6.33

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Short Term Debt Fund - Regular Plan -Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)