SBI Short Term · Regular · Growth
NAV
₹38.5863
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹6 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.49%
- 3Y
- +6.72%
- 5Y
- +5.85%
- Since Inception
- +7.30%
SIP returns (XIRR)
- 1Y
- +4.30%
- 3Y
- +6.09%
- 5Y
- +6.29%
- Since Inception
- +7.04%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,26,726 today — ₹6,00,000 invested, 6.3% XIRR.
₹6,00,000
Invested
₹8,26,726
Value today
6.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,87,333 today (6.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹10,46,605.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹1,49,486 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-0.81
Sharpe Ratio
—
Alpha
—
Beta
-0.82
Sortino
1.13%
Std Dev
-0.52%
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 ₹5.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index.