SBI Short Term Debt Fund Direct Growth

Debt
Short Duration
Low to Moderate Risk
6.39%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Mar 2023₹28.43
Min. SIP amount₹500
Rating3
Fund size₹13,289.80Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.6%6.4%6.8%7.8%
Category average4.8%6.3%5.8%NA
Rank with in category101610NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
GOISovereignGOI Sec6.3%
GOI
SovereignGOI Sec4.7%
GOI
SovereignGOI Sec4.2%
National Bank For Agriculture & Rural Development
FinancialDebenture3.4%
L&T Metro Rail (Hyderabad) Ltd.ConstructionDebenture3.3%
Panatone Finvest Ltd
FinancialCP3.1%
GOISovereignGOI Sec3.1%
Gujarat State
OthersSDL3.0%
Gujarat State
OthersSDL2.2%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.9%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 0.21%
Higher alpha: 4.57 The fund has generated returns higher than benchmark - CRISIL Short Duration Fund AII Index - in the last 3Y
Exit load is zero
Lower expense ratio: 0.34%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rajeev Radhakrishnan
Jan 2013 - Present
View details

Education
Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
Experience
Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
Also manages these schemes

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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