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SBI Short Term Debt Fund Growth

Debt
Short Duration
Moderate Risk
3.94%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹25.47
Min. SIP Amount₹500
Rating3star
Fund Size₹22,578.83 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.9%7.9%7.3%7.8%
Category average4.3%6.4%6.4%NA
Rank with in category181011NA
Understand termsinfo

Holdings (101)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec7.1%
GOI
SovereignGOI Sec5.9%
GOI
SovereignGOI Sec4.8%
Reserve Bank of India
FinancialT-Bills3.9%
GOI
SovereignGOI Sec3.6%
GOI
SovereignGOI Sec3.2%
GOI
SovereignGOI FRB3.1%
LIC Housing Finance Ltd.FinancialCP3.1%
GOI
SovereignCGL3.0%
LIC Housing Finance Ltd.FinancialBonds/NCD2.2%
See All

Pros and cons

Category: Debt Short Duration

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.84%

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 termsinfo

Minimum investment amounts

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

Fund management

Rajeev Radhakrishnan
Jun 2008 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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