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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)

₹13,586 Cr

Lock In Period

N/A

Expense Ratio

0.42

Exit Load

Nil

Benchmark

CRISIL Low Duration Debt A-I Index

SBI Low Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.390.55259.36
6M2.932.66280.40
1Y5.465.06309.28
3Y6.7414.3246.82

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-07-15
View allocation % by

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 ₹13,586 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
ICICI Prudential Savings Fund - Retail Plan Growth020,613 CR1.23
SBI Low Duration Fund Growth413,585 CR0.94
SBI Low Duration Fund - Institutional Plan Growth013,585 CR0.42
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundICICI Prudential Savings Fund - Retail Plan Growth7.125121.4926
This FundSBI Low Duration Fund Growth5.456321.6072
This FundSBI Low Duration Fund - Institutional Plan Growth5.456521.6088
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 : 0.39%
  • 6 Months : 2.93%
  • 1 Year : 5.46%
  • 3 Years : 6.74%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3776.7899 as on Jul 31,2026. Since inception, the return has been 21.61%.

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 ₹13,586 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.