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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹10000
AUM (Fund size)
₹14,182 Cr
Lock In Period
N/A
Expense Ratio
0.87
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for SBI Short Term Debt Fund - Retail Plan Growth include a ₹37.8667 NAV as of May 08,2026 and returns since inception of 22.05%. Minimum investments start at SIP ₹500. The SBI Short Term Debt Fund - Retail Plan Growth AUM is ₹14,182 Cr, with a lock-in of N/A years, expense ratio of 0.87%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.80% returns, against a category average of 2.53% and a category best of 192.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.80 | 2.53 | 192.10 |
| 6M | 1.62 | 2.44 | 192.10 |
| 1Y | 4.97 | 6.26 | 192.10 |
| 3Y | 6.87 | 16.80 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.65%
- Others
As on: 2026-04-15
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About Fund
SBI Short Term Debt Fund - Retail Plan Growth managed by SBI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹14,182 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.87. Under the expert guidance of Mansi Sajeja ,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
Mansi Sajeja
Ms. Mansi Sajeja is a CFA and has done Post Graduate Diploma in Business Management. Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Short Duration Fund - Growth | 3 | 3826.5 CR | 0.75 |
| This FundSundaram Short Duration Fund Growth | 0 | 191.53 CR | 0.68 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 0 | 14181.9 CR | 0.87 |
| This FundICICI Prudential Short Term Fund Growth | 4 | 21470.23 CR | 1.06 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Short Duration Fund - Growth | 4.9978 | 21.8342 |
| This FundSundaram Short Duration Fund Growth | 4.9193 | 22.009 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 4.9694 | 22.0465 |
| This FundICICI Prudential Short Term Fund Growth | 5.6637 | 23.451 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
FAQs
SBI Short Term Debt Fund - Retail 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 Short Term Debt Fund - Retail Plan Growth is 0.87. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Short Term Debt Fund - Retail Plan Growth’s fund performance is as follows:
- 1 Month : 0.80%
- 6 Months : 1.62%
- 1 Year : 4.97%
- 3 Years : 6.87%
You can invest in SBI Short Term Debt Fund - Retail 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 Short Term Debt Fund - Retail Plan Growth is ₹14,182 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Short Term Debt Fund - Retail 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