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Short Durationregulargrowth📊 CRISIL SHORT DURATION DEBT A-II INDEX

SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH

SBI Mutual Fund

#14 of 27 (1Y)

₹33.4252

0.01 (+0.03%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹33.4252

0.01 (+0.03%)

31 May 2026

AMFI: 106231

Direct · Growth

₹₹35.6503

0.01 (+0.04%)

31 May 2026

AMFI: 119816

Regular · IDCW

₹₹15.1402

0.01 (+0.03%)

31 May 2026

AMFI: 106234

Direct · IDCW

₹₹19.8793

0.01 (+0.04%)

31 May 2026

AMFI: 119813

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 (Jul 2007)+6.60%

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 (Jul 2007)+6.96%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,13,000

Invested

₹2,28,547

Value today

7.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹16,713

Value today

6.6%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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Withdrawn

₹10,57,053

Corpus left

+₹11,87,053 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

₹1,46,507

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,46,507 — a 1.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹86,249

Regular plan

₹83,875

Direct earns ₹2,374 more on a ₹60K investment0.40% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹16,916 Cr
Expense Ratio0.85%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkCRISIL SHORT DURATION DEBT A-II INDEX
Launch Date19 Jul 2007
AMFI Code106231

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

Top 50 holdings · as of Apr 2026

Security% NAV

Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)

INE2I7G15010

428.00%

Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)

INE2I7G15010

404.00%

National Bank for Agriculture and Rural Development

INE261F08EM1

400.00%

7.31% State Government of Karnataka 2033

IN1920250264

338.00%

7.03% State Government of Tamil Nadu 2031

IN3120250821

321.00%

8.32% State Government of Rajasthan 2029

IN2920180303

319.00%

7.03% State Government of Tamil Nadu 2031

IN3120250821

302.00%

7.31% State Government of Karnataka 2033

IN1920250264

286.00%

National Bank for Agriculture and Rural Development

INE261F08EM1

274.00%

Union Bank of India

INE692A16LS3

273.00%

Siddhivinayak Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)

INE2I7F15012

268.00%

IndiGrid Infrastructure Trust

INE219X07520

265.00%

8.32% State Government of Rajasthan 2029

IN2920180303

262.00%

Net Receivable / Payable

254.00%

Siddhivinayak Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)

INE2I7F15012

253.00%

7.17% CGL 2030

IN0020230036

223.00%

Mindspace Business Parks Reit

INE0CCU07090

219.00%

Small Industries Development Bank of India

INE556F08KI9

218.00%

Aditya Birla Housing Finance Ltd.

INE831R07540

218.00%

Net Receivable / Payable

217.00%

Toyota Financial Services India Ltd.

INE692Q07563

217.00%

7.17% CGL 2030

IN0020230036

208.00%

HDFC Bank Ltd.

INE040A16IM4

207.00%

Aditya Birla Housing Finance Ltd.

INE831R07540

206.00%

Mindspace Business Parks Reit

INE0CCU07090

206.00%

Toyota Financial Services India Ltd.

INE692Q07563

205.00%

Small Industries Development Bank of India

INE556F14LZ9

204.00%

Jamnagar Utilities & Power Pvt. Ltd.

INE936D07182

201.00%

SMFG India Credit Company Ltd.

INE535H07CK4

200.00%

Godrej Industries Ltd.

INE233A08170

197.00%

Radhakrishna Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)

INE2I7H15018

196.00%

HDFC Bank Ltd.

INE040A16IM4

194.00%

JSW Kalinga Steel Ltd.

INE2QI808033

192.00%

SMFG India Credit Company Ltd.

INE535H07CK4

189.00%

Jamnagar Utilities & Power Pvt. Ltd.

INE936D07182

189.00%

Godrej Industries Ltd.

INE233A08170

185.00%

Mahindra Rural Housing Finance Ltd.

INE950O07495

182.00%

Muthoot Finance Ltd.

INE414G07II5

172.00%

Mahindra Rural Housing Finance Ltd.

INE950O07495

172.00%

Muthoot Finance Ltd.

INE414G07II5

171.00%

Bharti Telecom Ltd.

INE403D08231

169.00%

7.75% State Government of Tamil Nadu 2032

IN3120220113

166.00%

Mindspace Business Parks Reit

INE0CCU07181

160.00%

Bharti Telecom Ltd.

INE403D08231

159.00%

7.75% State Government of Tamil Nadu 2032

IN3120220113

157.00%

Cholamandalam Investment & Finance Co. Ltd.

INE121A08PU7

156.00%

Mindspace Business Parks Reit

INE0CCU07181

152.00%

Cube Highways Trust

INE0NR607058

152.00%

Cholamandalam Investment & Finance Co. Ltd.

INE121A08PU7

147.00%

Toyota Financial Services India Ltd.

INE692Q07522

146.00%

Performance Comparison

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Investment Objective

SBI SHORT TERM DEBT FUND - REGULAR PLAN -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 DEBT FUND - REGULAR PLAN -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 ₹16,916 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL SHORT DURATION DEBT A-II INDEX. The current expense ratio is 0.85%.

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