Sbi Short Term Debt Fund Regular Plan Growth

Risk: Moderate
₹ 29.73
NAV (Jul 25,2024)

Invest in the SBI Short Term Debt Fund - Regular Plan - Growth and secure your wealth. With a minimum investment of INR 5000, this fund aims to provide stable returns in the short term. It has an expense ratio of 0.85% and an established date of 26th July 2007. The scheme's AUM is currently INR 12,972.03, making it a reliable choice for investors looking for growth opportunities in the Indian market.

Sbi Short Term Debt Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Short Term Debt Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.43

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.84%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 12785.19 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,205.44 (2.05%)₹ 10,380.62 (3.81%)₹ 10,688.95 (6.89%)₹ 11,681.02 (16.81%)₹ 13,472.88 (34.73%)
₹ 30,000₹ 30,616.32 (2.05%)₹ 31,141.86 (3.81%)₹ 32,066.85 (6.89%)₹ 35,043.06 (16.81%)₹ 40,418.64 (34.73%)
₹ 50,000₹ 51,027.2 (2.05%)₹ 51,903.1 (3.81%)₹ 53,444.75 (6.89%)₹ 58,405.1 (16.81%)₹ 67,364.4 (34.73%)
₹ 80,000₹ 81,643.52 (2.05%)₹ 83,044.96 (3.81%)₹ 85,511.6 (6.89%)₹ 93,448.16 (16.81%)₹ 1,07,783.04 (34.73%)
₹ 1,00,000₹ 1,02,054.4 (2.05%)₹ 1,03,806.2 (3.81%)₹ 1,06,889.5 (6.89%)₹ 1,16,810.2 (16.81%)₹ 1,34,728.8 (34.73%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • CGL26.11%
  • Power Finance Corporation Ltd6.22%
  • National Bank for Agriculture and Rural Development4.94%
  • L&T Metro Rail Hyderabad Ltd Guaranteed by Larsen & Toubro Ltd4.61%
  • TATA Capital Ltd4.49%
  • SMFG India Credit Company Ltd3.91%
  • Mindspace Business Parks Reit3.52%
  • Indian Railway Finance Corporation Ltd3.20%
  • ONGC Petro Additions Ltd3.16%
  • Tata Communications Ltd3.13%
  • Jamnagar Utilities & Power Pvt Ltd3.07%
  • Summit Digitel Infrastructure Pvt Ltd2.31%
  • Small Industries Development Bank of India2.19%
  • REC Ltd1.95%
  • Bajaj Housing Finance Ltd1.94%
  • LIC Housing Finance Ltd1.94%
  • Torrent Power Ltd1.84%
  • India Grid Trust1.82%
  • Larsen & Toubro Ltd1.72%
  • Net Receivable Payable1.65%
  • Toyota Financial Services India Ltd1.64%
  • SMFG India Home Finance Co Ltd1.37%
  • Sundaram Home Finance Ltd1.36%
  • Bharti Telecom Ltd1.17%
  • Can Fin Homes Ltd1.17%
  • TREPS1.15%
  • Indian Bank Tier II Bond under Basel III0.95%
  • TVS Credit Services Ltd0.93%
  • Mahanagar Telephone Nigam Ltd0.90%
  • Tata Capital Housing Finance Ltd0.78%
  • Cholamandalam Investment & Finance Co Ltd0.78%
  • National Housing Bank0.78%
  • Mahindra Rural Housing Finance Ltd0.70%
  • Godrej Properties Ltd0.59%
  • HDB Financial Services Ltd0.58%
  • Bajaj Finance Ltd0.51%
  • Nexus Select Trust0.39%
  • Corporate Debt Market Development Fund A0.27%
  • Kotak Mahindra Prime Ltd0.20%
  • Mahindra & Mahindra Financial Services Ltd0.04%
  • State Government of Tamil Nadu0.02%
  • GOI GOV0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.59%

LIC MF Short Duration Fund - Regular Plan - GrowthLIC MF Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.50%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

7.40%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.28%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.15%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

7.11%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

6.52%

Sundaram Short Duration Fund - GrowthSundaram Short Duration Fund - Growth

DEBT

Moderate

6.51%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.50%

PGIM India Short Duration Fund - GrowthPGIM India Short Duration Fund - Growth

DEBT

Low to Moderate

6.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.61%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

7.22%

Sundaram Short Duration Fund - GrowthSundaram Short Duration Fund - Growth

DEBT

Moderate

7.08%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

7.07%

UTI Short Duration Fund - Regular Plan - GrowthUTI Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.91%

Mahindra Manulife Short Duration Fund - Regular Plan - GrowthMahindra Manulife Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.86%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.60%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

6.32%

JM Short Duration Fund - Regular Plan - GrowthJM Short Duration Fund - Regular Plan - Growth

DEBT

Low

6.30%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

9.84%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

7.22%

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

5.44%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.21%

Bandhan Bond Fund - Short Term Plan - Regular Plan - GrowthBandhan Bond Fund - Short Term Plan - Regular Plan - Growth

DEBT

Moderate

5.19%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

5.14%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.07%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

4.98%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

4.76%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

6.99%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.80%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

6.48%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

6.47%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.30%

Bandhan Bond Fund - Short Term Plan - Regular Plan - GrowthBandhan Bond Fund - Short Term Plan - Regular Plan - Growth

DEBT

Moderate

6.18%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.93%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.73%

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

5.56%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.14%

Show all Funds

Fund Managers

RR

Mr. Rajeev RadhakrishnanHead - Fixed Income

Mr. Rajeev has joined SBI Funds Management Pvt. Ltd. in June 2008 and manages various Fixed Income schemes. He brings with him over 10 years of experience in funds management including around 2 years in equity funds and research and 8 years in Fixed Income Funds. He was earlier associated with UTI Mutual Fund as a Co-Fund Manager, managing fixed income funds and debt portion of balanced schemes.

MS

Ms. Mansi SajejaFund Manager

Mansi Sajeja joined SBIFMPL in September 2009 as Credit Analyst. Prior to joining SBIFMPL, Mansi was Rating Analyst at ICRA Ltd from March 2006 to Sep 2009.

Get your latest Credit Score, FREE

Compare with similar Funds

SBI Short Term Debt Fund - Regular Plan - Growth

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UTI Short Duration Fund - Regular Plan - Growth

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HDFC Short Term Debt Fund - Growth

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Invesco India Short Duration Fund - Growth

SBI Short Term Debt Fund - Regular Plan - Growth

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Mahindra Manulife Short Duration Fund - Regular Plan - Growth

SBI Short Term Debt Fund - Regular Plan - Growth

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DSP Short Term Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the SBI Short Term Debt Fund - Regular Plan - Growth?

The SBI Short Term Debt Fund - Regular Plan - Growth is a Moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the SBI Short Term Debt Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the SBI Short Term Debt Fund - Regular Plan - Growth as of Jul 25,2024 is INR 29.73.

What are the returns generated by the SBI Short Term Debt Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The SBI Short Term Debt Fund - Regular Plan - Growth has shown consistent returns with 6.37% in the past year, 4.99% over 3 years, and 6.40% over 5 years.

What is the expense ratio associated with the SBI Short Term Debt Fund - Regular Plan - Growth?

The SBI Short Term Debt Fund - Regular Plan - Growth has a 0.85% expense ratio.

What is the minimum investment amount required for the SBI Short Term Debt Fund - Regular Plan - Growth?

The minimum investment amount for the SBI Short Term Debt Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the SBI Short Term Debt Fund - Regular Plan - Growth?

Yes, investors can start a systematic investment plan (SIP) in the SBI Short Term Debt Fund - Regular Plan - Growth with a minimum investment of INR 5000 per month.

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