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

SBI Short Term · Regular · Growth

SBI Mutual Fund

#13 of 28 (1Y)

NAV

₹38.5492

as of 31 Jul 2026

Expense Ratio

—

see scheme documents

AUM

₹6 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.05%
3Y
+7.00%
5Y
+6.00%
Since Inception
+7.36%

SIP returns (XIRR)

1Y
+5.55%
3Y
+6.75%
5Y
+6.62%
Since Inception
+7.14%

What history actually did — last 10 years (Aug 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,25,367 today — ₹5,95,000 invested, 6.5% XIRR.

₹5,95,000

Invested

₹8,25,367

Value today

6.5%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹1,89,997 today (6.6% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹10,74,601.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹1,49,342 today (1.49×).

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

0.29

Sharpe Ratio

—

Alpha

—

Beta

0.32

Sortino

1.13%

Std Dev

-0.52%

Max Drawdown

Performance Comparison

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3Y: +7.29%

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3Y: +7.35%AUM: ₹20,833 Cr

Kotak Bond Fund (Short Term) · Regular · Growth

3Y: +6.78%AUM: ₹15,672 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 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.

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
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