• Home
  • Mutual Funds
  • SBI Low Duration Fund - Institutional Plan Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹13,732 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 ₹3720.4057 NAV as of May 12,2026 and returns since inception of 21.48%. Minimum investments start at SIP ₹500. The SBI Low Duration Fund - Institutional Plan Growth AUM is ₹13,732 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 0.28% returns, against a category average of -0.05% and a category best of 259.36%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.28-0.05259.36
6M2.251.57280.40
1Y5.695.18309.28
3Y6.7013.5746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.67%
  • Others
As on: 2026-04-15
View allocation % by

1. HDFC Bank Ltd.9.96%
2. Small Industries Development Bank of India8.92%
3. Kotak Mahindra Bank Ltd.3.43%
4. ICICI Bank Ltd.3.43%

1. 7.03% State Government of Chhattisgarh 20266.22%
2. TREPS5.08%
3. Radhakrishna Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)3.76%
4. JSW Kalinga Steel Ltd.1.82%
5. 8.72% State Government of Tamil Nadu 20261.18%
6. 6.75% CGL 20331.14%
7. Tata Housing Development Co. Ltd.0.90%
8. India Universal Trust AL1 (Obligor - HDFC Bank Ltd.)0.70%
9. 7.19% State Government of Uttar Pradesh 20260.53%
10. India Universal Trust AL2 (Obligor - HDFC Bank Ltd.)0.50%
11. Summit Digitel Infrastructure Pvt. Ltd.0.44%
12. 7.38% CGL 20270.26%
13. 7.18% State Government of Haryana 20260.26%
14. Net Receivable / Payable0.23%
15. 7.41% State Government of Mizoram 20270.11%

1. National Bank for Agriculture and Rural Development9.14%
2. Canara Bank4.14%
3. Indian Bank3.45%
4. Punjab National Bank0.34%

1. Power Finance Corporation Ltd.4.73%
2. REC Ltd.3.72%

1. LIC Housing Finance Ltd.6.89%

1. Bharti Telecom Ltd.6.20%

1. Muthoot Finance Ltd.3.11%
2. Bajaj Finance Ltd.1.81%

1. Tata Motors Ltd.1.83%

1. Aditya Birla Housing Finance Ltd.1.10%
2. JM Financial Services Ltd.0.53%

1. Torrent Pharmaceuticals Ltd.0.90%
2. Mankind Pharma Ltd.0.37%

1. Tata Projects Ltd.1.13%

1. Tata Chemicals Ltd.0.73%

1. Interise Trust0.67%

1. 8.28% CGL 20270.01%

About Fund

SBI Low Duration Fund - Institutional Plan Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹13,732 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 Growth1560.97 CR1.1
This FundSBI Low Duration Fund Growth413731.81 CR0.92
This FundSBI Low Duration Fund - Institutional Plan Growth013731.81 CR0.42
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundMahindra Manulife Low Duration Fund Growth5.820321.3928
This FundSBI Low Duration Fund Growth5.691121.4818
This FundSBI Low Duration Fund - Institutional Plan Growth5.691321.4833
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 : 0.28%
  • 6 Months : 2.25%
  • 1 Year : 5.69%
  • 3 Years : 6.70%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3720.4057 as on May 12,2026. Since inception, the return has been 21.48%.

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 ₹13,732 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