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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 ₹3723.2789 as of 3 Jun, 2026. SBI Low Duration Fund - Institutional Plan Growth has delivered 21.02% 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 0.17% returns.

SBI Low Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.173.35259.36
6M1.994.63280.40
1Y5.028.08309.28
3Y6.5718.1146.82

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
Kotak Low Duration Fund - Growth316077.27 CR1.18
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 FundKotak Low Duration Fund - Growth5.024720.9978
This FundSBI Low Duration Fund Growth5.020321.0213
This FundSBI Low Duration Fund - Institutional Plan Growth5.020421.0228
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 : 0.17%
  • 6 Months : 1.99%
  • 1 Year : 5.02%
  • 3 Years : 6.57%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3723.2789 as on Jun 02,2026. Since inception, the return has been 21.02%.

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.