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Short Durationregulargrowth📊 NIFTY Short Duration Debt Index(SEBI default)

SBI SHORT HORIZON DEBT FUND-SHORT TERM FUND - RETAIL - GROWTH

SBI Mutual Fund

#13 of 27 (1Y)

₹37.8178

0.01 (+0.03%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹37.8178

0.01 (+0.03%)

31 May 2026

AMFI: 106227

Regular · IDCW

₹₹15.6750

0.01 (-0.08%)

15 May 2026

AMFI: RTA-INF200K01IF8

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.25%
1 Month-0.38%
3 Months+0.10%
6 Months+0.97%
1 Year+3.71%
3 Years (CAGR)+6.55%
5 Years (CAGR)+5.69%
10 Years (CAGR)+6.62%
Since Inception (Aug 2007)+7.31%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.09%
3 Year SIP+6.11%
5 Year SIP+6.16%
Since Inception (Aug 2007)+7.05%

SIP since inception — what ₹1,000/month became

Real NAV backtest from day one

₹2,25,000

Invested

₹4,57,447

Value today

7.1%

XIRR (p.a.)

1,000/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

10,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹10,000

Invested

₹37,813

Value today

7.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,25,000

Withdrawn

₹14,94,091

Corpus left

+₹16,19,091 net gain — withdrew ₹11,25,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,46,509

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,46,509 — a 1.5× return

Read: Staying invested through crashes

Fund Details

Fund HouseSBI Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹5.6 Cr
Min SIP₹1,000
Min Lumpsum₹10,000
BenchmarkNIFTY Short Duration Debt Index
Launch Date02 Aug 2007
AMFI Code106227

Risk Metrics

Trailing 1 year, annualised

-0.20

Sharpe Ratio

Alpha

Beta

-0.21

Sortino

1.04%

Std Dev

-0.52%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

SBI SHORT HORIZON DEBT FUND-SHORT TERM FUND - RETAIL - GROWTH by SBI Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.

About This Fund

SBI SHORT HORIZON DEBT FUND-SHORT TERM FUND - RETAIL - GROWTH is a Short Duration mutual fund offered by SBI Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹5.6 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations