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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹13,583 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 ₹3718.0446 NAV as of Apr 20,2026 and returns since inception of 21.93%. Minimum investments start at SIP ₹500. The SBI Low Duration Fund - Institutional Plan Growth AUM is ₹13,583 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 0.68% returns, against a category average of 1.10% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.681.10259.36
6M2.561.78280.40
1Y5.936.05309.28
3Y6.8313.8746.82

Portfolio Analysis

  • Equity:
  • Debt: 94.66%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.10.35%
2. Small Industries Development Bank of India8.98%
3. Kotak Mahindra Bank Ltd.3.45%
4. ICICI Bank Ltd.3.44%

1. 7.03% State Government of Chhattisgarh 20266.28%
2. TREPS4.54%
3. JSW Kalinga Steel Ltd.1.85%
4. 8.72% State Government of Tamil Nadu 20261.19%
5. 6.75% CGL 20331.15%
6. Tata Housing Development Co. Ltd.0.91%
7. 7.19% State Government of Uttar Pradesh 20260.53%
8. Net Receivable / Payable0.49%
9. Summit Digitel Infrastructure Pvt. Ltd.0.44%
10. 7.18% State Government of Haryana 20260.26%
11. 7.38% CGL 20270.26%

1. National Bank for Agriculture and Rural Development10.22%
2. Indian Bank3.47%
3. Canara Bank3.46%

1. REC Ltd.5.94%
2. Power Finance Corporation Ltd.4.76%

1. LIC Housing Finance Ltd.6.92%

1. Bharti Telecom Ltd.6.26%

1. Bajaj Finance Ltd.1.82%
2. Muthoot Finance Ltd.1.29%

1. Tata Motors Ltd.1.84%

1. Aditya Birla Housing Finance Ltd.1.11%
2. JM Financial Services Ltd.0.53%

1. Tata Projects Ltd.1.14%

1. Tata Chemicals Ltd.0.74%

1. Interise Trust0.67%

1. Mankind Pharma Ltd.0.37%

About Fund

SBI Low Duration Fund - Institutional Plan Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹13,583 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.

Fund Managers

Sudhir Agrawal

Mr. Sudhir is a M.Com, PGDBA (Finance) and a CFA. Prior to joining UTI (July '09), he has worked with TATA Asset Management Ltd. (Nov '07-June '09), Tramp Value Pvt. Ltd. (Jan '06-Oct '07) and CARE Ratings (May '05-Dec '05) across various profiles like fund management, research and financial modelling.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMahindra Manulife Low Duration Fund Growth1554.6 CR1.1
This FundSBI Low Duration Fund Growth213582.83 CR0.92
This FundSBI Low Duration Fund - Institutional Plan Growth013582.83 CR0.42
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundMahindra Manulife Low Duration Fund Growth5.960221.7263
This FundSBI Low Duration Fund Growth5.929521.9265
This FundSBI Low Duration Fund - Institutional Plan Growth5.929621.9281
This FundFranklin India Low DurationFund Growth37.141246.82

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 : 0.68%
  • 6 Months : 2.56%
  • 1 Year : 5.93%
  • 3 Years : 6.83%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3718.0446 as on Apr 20,2026. Since inception, the return has been 21.93%.

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 ₹13,583 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