SBI Short Term · Regular · Growth
NAV
₹38.7333
as of 13 Nov 2026
Expense Ratio
—
see scheme documents
AUM
₹6 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.83%
- 3Y
- +6.63%
- 5Y
- +5.86%
- Since Inception
- +7.27%
SIP returns (XIRR)
- 1Y
- +3.99%
- 3Y
- +5.80%
- 5Y
- +6.18%
- Since Inception
- +7.00%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,21,260 today — ₹6,00,000 invested, 6.2% XIRR.
₹6,00,000
Invested
₹8,21,260
Value today
6.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,85,082 today (6.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹10,29,564.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹1,50,055 today (1.50×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-1.80
Sharpe Ratio
—
Alpha
—
Beta
-1.78
Sortino
1.11%
Std Dev
-0.58%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
SBI Short Term · Regular · Growth by SBI Mutual Fund is a Short Term 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 Term category.
About This Fund
SBI Short Term · Regular · Growth is a Short Term mutual fund offered by SBI Mutual Fund. The fund has been operational for over 19 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.