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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹16,391 Cr
Lock In Period
N/A
Expense Ratio
0.42
Benchmark
CRISIL Low Duration Debt A-I Index
Exit Load
Nil
Summary
Latest details for SBI Low Duration Fund - Institutional Plan Growth include a ₹3690.8603 NAV as of Mar 23,2026 and returns since inception of 21.89%. Minimum investments start at SIP ₹500. The SBI Low Duration Fund - Institutional Plan Growth AUM is ₹16,391 Cr, with a lock-in of N/A years, expense ratio of 0.42%, and benchmark CRISIL Low Duration Debt A-I Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.12% returns, against a category average of -2.36% and a category best of 259.36%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.12 | -2.36 | 259.36 |
| 6M | 2.33 | 0.11 | 280.40 |
| 1Y | 6.32 | 4.27 | 309.28 |
| 3Y | 6.82 | 14.86 | 46.82 |
Portfolio Analysis
- Equity:
- Debt: 99.72%
- Others
As on: 2026-02-28
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About Fund
SBI Low Duration Fund - Institutional Plan Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹16,391 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt A-I Index while maintaining an expense ratio of 0.42. Under the expert guidance of Sudhir Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Low Duration Fund - Retail Plan Growth | 3 | 8878.24 CR | 1.13 |
| This FundSBI Low Duration Fund Growth | 2 | 16391.06 CR | 0.95 |
| This FundSBI Low Duration Fund - Institutional Plan Growth | 4 | 16391.06 CR | 0.42 |
| This FundFranklin India Low DurationFund Growth | 0 | 51.1 CR | 0.74 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Low Duration Fund - Retail Plan Growth | 6.358 | 21.7335 |
| This FundSBI Low Duration Fund Growth | 6.32 | 21.8861 |
| This FundSBI Low Duration Fund - Institutional Plan Growth | 6.3204 | 21.8878 |
| This FundFranklin India Low DurationFund Growth | 37.1412 | 46.82 |
FAQs
SBI Low Duration Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Low Duration Fund - Institutional Plan Growth is 0.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Low Duration Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : 0.12%
- 6 Months : 2.33%
- 1 Year : 6.32%
- 3 Years : 6.82%
You can invest in SBI Low Duration Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Low Duration Fund - Institutional Plan Growth is ₹16,391 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Low Duration Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500