SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly+0.12%

3Groww
9.36%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.89%
NAV11.0 (21 Aug 2019)
Fund Started27 Jul 2007
Fund Size7,249 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly
9.4%
7.3%
8.1%
7.9%
Category Average
9.0%
NA
NA
-
Rank within category
9
10
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 9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Shriram Transport Finance Co. Ltd.FinancialDebenture3.3%
    LIC Housing Finance Ltd.FinancialNCD3.1%
    GOISovereignGOI Sec2.9%
    REC Ltd.FinancialDebenture2.8%
    India Grid TrustEngineeringDebenture2.8%
    HDFC Bank Ltd.FinancialDebenture2.7%
    LIC Housing Finance Ltd.FinancialDebenture2.5%
    Karnataka StateOthersSDL2.5%
    Larsen & Toubro Ltd.ConstructionNCD2.5%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture2.3%
    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 Horizon Debt Short Term Fund Retail Dividend Weekly is a Debt Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 27 Jul 2007. Rajiv Radhakrishnan is the Current Fund Manager of SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly.The fund currently has an Asset Under Management(AUM) of ₹7,249 Cr and the Latest NAV as of 21 Aug 2019 is ₹11.0.

    The SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly 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

    Compare Funds

    SBI Short Horizon Debt Short Term Fund Retail Dividend Weekly
    VS
    search

    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |