SBI Short Term Debt Fund Direct Growth - Latest NAV ₹25.8983, Returns, Performance & Portfolio

SBI Short Term Debt Fund Direct Growth

  • highlight
    8.51%
  • highlight
    (--0.01)25.8983

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.16 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.51%
3 Years8.52%
1 Year7.46%
6 Months2.58%
Fund Details
ISININF200K01VE4
RiskModerately Low risk
Fund TypeShort Duration
NAV25.8983
Exit Load--

More about this fundstar

Top HoldingsWeightage
5.15% Govt Stock 20257.13%
7.27% Govt Stock 20266.66%
364 DTB 070520215.99%
6.18% Govt Stock 20244.78%
7.32% Govt Stock 20243.38%
5.22% GOI 20253.25%
182 DTB 010720213.24%
GOI Floating Rate Bond 20243.09%
5.85% Govt Stock 20302.65%
7.17% Govt Stock 20282.53%

About SBI Short Term Debt Fund - Direct Plan - Growth

The fund provides an opportunity for investors to generate regular income by predominantly investing in debt instruments rated not below investment grade and in money market instruments having Macaulay duration between one and three years.

Pros and Cons of SBI Short Term Debt Fund - Direct Plan - Growth

The exit load for the fund scheme is nil. The fund shows average performance when it comes to the consistency in generating returns as well as the immunity of the fund to excessive market fluctuations in terms of returns.

Fund Information and Statistics

i) Inception/Launch Date

The fund scheme was launched on 27 July 2007.

ii) Risk Level

Investors with moderately low risk appetite can invest in this fund scheme.

iii) Redemption

There is no lock-in period for the principal invested in this fund. Also, there is no exit load applicable making it convenient for the investors to redeem the fund units without any additional cost.

iv) Fund Manager

The current Fund Manager for SBI Short Term Debt Fund is Mr Rajeev Radhakrishnan.

v) Entry/Exit Load

Both entry and exit loads for this fund are nil.

About SBI Mutual Fund

The fund house, SBI Mutual Fund, was established on 29 June 1987. The trustee for the fund house is SBI Mutual Fund Trustee Company Private Limited, while the sponsor for the fund house is State Bank of India. The average assets under management for the fund house is Rs.4,21,362.45 crore as of 30 September 2020.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.16 Lakhs in a period of 20 years
Moderately Low risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns