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

SBI Short Term · Regular · Growth

SBI Mutual Fund

#11 of 28 (1Y)

NAV

₹38.2053

as of 16 Jun 2026

Expense Ratio

—

see scheme documents

AUM

₹6 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.93%
3Y
+6.92%
5Y
+5.93%
Since Inception
+7.36%

SIP returns (XIRR)

1Y
+5.04%
3Y
+6.71%
5Y
+6.55%
Since Inception
+7.13%

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

Real NAV backtest from day one

₹2,26,000

Invested

₹4,61,910

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

₹38,099

Value today

7.4%

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

₹11,30,000

Withdrawn

₹15,00,341

Corpus left

+₹16,30,341 net gain — withdrew ₹11,30,000 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

₹1,47,615

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,47,615 — a 1.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.40

Sharpe Ratio

—

Alpha

—

Beta

0.45

Sortino

1.08%

Std Dev

-0.52%

Max Drawdown

Performance Comparison

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Compare with Similar Funds

Axis Short Duration Fund · Regular · Growth

3Y: +7.20%

ICICI Prudential Short Term Fund · Regular · Growth

3Y: +7.32%AUM: ₹22,310 Cr

Kotak Bond Fund (Short Term) · Regular · Growth

3Y: +6.72%AUM: ₹17,470 Cr

HDFC Short Term Debt Fund · Regular · Growth

3Y: +7.33%AUM: ₹17,026 Cr

SBI Short Term Debt Fund · Regular · Growth

3Y: +6.92%AUM: ₹16,916 Cr
Compare All Short Duration FundsView all Short Duration funds

Fund Details

Fund HouseSBI Mutual Fund
CategoryShort Duration
BenchmarkNIFTY Short Duration Debt Index
Launch Date02 Aug 2007
AMFI Code106227
Transaction facts
Min. Lumpsum₹10,000
Min. SIP₹500
Exit LoadEntry Load: NIL; Exit Load: 0.25% W.e.f. 01-June-2012 if redeemed/switched within 3 months from the date of investment; NIL if redeemed/switched after 3 months from the date of investment. For applicability of load structure, please refer to SAI/SID/ KIM/Addendum issued from time to time.**KYC is mandatory with effect from 1st January, 2011 irrespective of investment amount for all categories of investors.** **Nomination is mandatory for new folios/accounts opened by individuals especially with single holding**

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

SBI Short Term · Regular · 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 Term · Regular · 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