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SBI Low Duration Fund - Institutional Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

SBI Low Duration Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹13,620 Cr

Lock In Period

N/A

Expense Ratio

0.42

Exit Load

Nil

Benchmark

CRISIL Low Duration Debt A-I Index

Summary

SBI Low Duration Fund - Institutional Plan Growth NAV is ₹3721.6264 as of 3 Jun, 2026. SBI Low Duration Fund - Institutional Plan Growth has delivered 21.01% returns since its launch. The minimum SIP investment amount in SBI Low Duration Fund - Institutional Plan Growth is ₹500. The AUM of SBI Low Duration Fund - Institutional Plan Growth is ₹13,620 Cr. The expense ratio of the fund is 0.42%, and its benchmark is CRISIL Low Duration Debt A-I Index. The current exit load of the fund is Nil. In the last 1M months, SBI Low Duration Fund - Institutional Plan Growth has delivered 0.13% returns.

SBI Low Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.13-0.31259.36
6M1.941.11280.40
1Y4.983.89309.28
3Y6.5612.7746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.67%
  • Others
As on: 2026-05-15
View allocation % by

1. HDFC Bank Ltd.9.01%
2. Small Industries Development Bank of India9.01%
3. Kotak Mahindra Bank Ltd.3.47%
4. ICICI Bank Ltd.3.46%

1. 7.03% State Government of Chhattisgarh 20266.26%
2. Radhakrishna Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)3.76%
3. 91 DAY T-BILL 23.07.263.45%
4. JSW Kalinga Steel Ltd.1.83%
5. 6.75% CGL 20331.15%
6. 7.61% State Government of Kerala 20261.00%
7. Tata Housing Development Co. Ltd.0.90%
8. SMFG India Credit Company Ltd.0.88%
9. TREPS0.87%
10. 7.18% State Government of Haryana 20260.81%
11. India Universal Trust AL1 (Obligor - HDFC Bank Ltd.)0.64%
12. Net Receivable / Payable0.59%
13. Summit Digitel Infrastructure Pvt. Ltd.0.44%
14. India Universal Trust AL2 (Obligor - HDFC Bank Ltd.)0.39%
15. 7.38% CGL 20270.37%
16. 7.16% State Government of Madhya Pradesh 20260.22%
17. 7.41% State Government of Mizoram 20270.11%

1. National Bank for Agriculture and Rural Development8.67%
2. Canara Bank4.17%
3. Indian Bank3.49%
4. Bank of Baroda1.57%
5. Union Bank of India0.70%
6. Punjab National Bank0.35%

1. LIC Housing Finance Ltd.8.80%

1. REC Ltd.3.73%
2. Power Finance Corporation Ltd.2.92%

1. Bharti Telecom Ltd.6.22%

1. Muthoot Finance Ltd.3.13%

1. Tata Motors Ltd.1.83%

1. Aditya Birla Housing Finance Ltd.1.10%
2. JM Financial Services Ltd.0.54%

1. Torrent Pharmaceuticals Ltd.0.91%
2. Mankind Pharma Ltd.0.37%

1. Tata Projects Ltd.1.14%

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

SBI Low Duration Fund - Institutional Plan Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹13,620 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
Mahindra Manulife Low Duration Fund Growth1520.43 CR1.1
SBI Low Duration Fund Growth413620.39 CR0.93
SBI Low Duration Fund - Institutional Plan Growth013620.39 CR0.42
Franklin India Low DurationFund Growth051.1 CR0.71
Fund Name1Y3Y
This FundMahindra Manulife Low Duration Fund Growth5.188520.9924
This FundSBI Low Duration Fund Growth4.977121.009
This FundSBI Low Duration Fund - Institutional Plan Growth4.977221.0105
This FundFranklin India Low DurationFund Growth37.141246.82

SBI Low Duration Fund - Institutional Plan Growth 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 : 0.13%
  • 6 Months : 1.94%
  • 1 Year : 4.98%
  • 3 Years : 6.56%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3721.6264 as on Jun 01,2026. Since inception, the return has been 21.01%.

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 ₹13,620 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.