SBI Short Term Debt Fund Direct Growth+0.07%

3Groww
10.74%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Short Term Debt Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.34%
NAV23.26 (17 Oct 2019)
Fund Started01 Jan 2013
Fund Size8,136 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Short Term Debt Fund Direct Growth
10.7%
7.8%
8.6%
8.7%
Category Average
9.6%
NA
NA
-
Rank within category
10
9
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 10.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec3.3%
    State Bank of IndiaFinancialBonds/Deb3.2%
    Shriram Transport Finance Co. Ltd.FinancialDebenture3.0%
    LIC Housing Finance Ltd.FinancialNCD2.6%
    REC Ltd.FinancialDebenture2.5%
    India Grid TrustEngineeringDebenture2.5%
    HDFC Bank Ltd.FinancialDebenture2.4%
    LIC Housing Finance Ltd.FinancialDebenture2.2%
    Larsen & Toubro Ltd.ConstructionNCD2.2%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture2.0%
    See All

    Fund Managers

    addRajeev Radhakrishnan
    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.
    Funds Managed

    Other Details

    SBI Short Term Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Rajiv Radhakrishnan is the Current Fund Manager of SBI Short Term Debt Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹8,136 Cr and the Latest NAV as of 17 Oct 2019 is ₹23.26.

    The SBI Short Term Debt Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To provide investors with an opportunity to generate regular income through investments in a portfolio comprising of debt instruments which are rated not below investment grade by credit rating agency and money market instruments.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About SBI Mutual Fund

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