SBI Short Term Debt Fund - Retail Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
SBI Short Term Debt Fund - Retail Plan Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹10000
AUM (Fund size)
₹13,839 Cr
Lock In Period
N/A
Expense Ratio
0.87
Exit Load
Nil
Benchmark
Crisil Short-Term Bond Fund Index
Summary
SBI Short Term Debt Fund - Retail Plan Growth NAV is ₹38.2369 as of 23 Jun, 2026. SBI Short Term Debt Fund - Retail Plan Growth has delivered 22.31% returns since its launch. The minimum SIP investment amount in SBI Short Term Debt Fund - Retail Plan Growth is ₹500. The AUM of SBI Short Term Debt Fund - Retail Plan Growth is ₹13,839 Cr. The expense ratio of the fund is 0.87%, and its benchmark is Crisil Short-Term Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, SBI Short Term Debt Fund - Retail Plan Growth has delivered 1.32% returns.
SBI Short Term Debt Fund - Retail Plan Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.32 | 0.57 | 192.10 |
| 6M | 2.31 | 1.96 | 192.10 |
| 1Y | 4.87 | 4.72 | 192.10 |
| 3Y | 6.94 | 13.85 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.64%
- Others
As on: 2026-05-31
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About Fund SBI Short Term Debt Fund - Retail Plan Growth
SBI Short Term Debt Fund - Retail Plan Growth managed by SBI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹13,839 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 |
|---|---|---|---|
| Sundaram Short Duration Fund Growth | 0 | 186.76 CR | 0.8 |
| HSBC Short Duration Fund - Growth | 4 | 3844.35 CR | 0.75 |
| SBI Short Term Debt Fund - Retail Plan Growth | 0 | 13839.2 CR | 0.87 |
| ICICI Prudential Short Term Fund Growth | 4 | 21228.52 CR | 1.04 |
| Franklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Short Duration Fund Growth | 4.8607 | 22.1378 |
| This FundHSBC Short Duration Fund - Growth | 4.8892 | 22.1902 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 4.8684 | 22.3082 |
| This FundICICI Prudential Short Term Fund Growth | 5.5905 | 23.6805 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
SBI Short Term Debt Fund - Retail Plan Growth 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 : 1.32%
- 6 Months : 2.31%
- 1 Year : 4.87%
- 3 Years : 6.94%
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 ₹13,839 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.
