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This Fund:
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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 ₹3718.2620 NAV as of Apr 22,2026 and returns since inception of 21.85%. 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 0.66% returns, against a category average of 0.81% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.660.81259.36
6M2.561.53280.40
1Y5.885.23309.28
3Y6.8113.6846.82

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 ₹13,732 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 FundKotak Low Duration Fund - Growth316605.45 CR1.18
This FundSBI Low Duration Fund Growth213731.81 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 FundKotak Low Duration Fund - Growth5.88521.8388
This FundSBI Low Duration Fund Growth5.879421.8501
This FundSBI Low Duration Fund - Institutional Plan Growth5.879521.8517
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 : 0.66%
  • 6 Months : 2.56%
  • 1 Year : 5.88%
  • 3 Years : 6.81%
Returns of SBI Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3718.2620 as on Apr 22,2026. Since inception, the return has been 21.85%.

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