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)
₹13,976 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 ₹37.8184 as of 3 Jun, 2026. SBI Short Term Debt Fund - Retail Plan Growth has delivered 21.23% 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 ₹13,976 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 0.16% 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 | 0.16 | 0.23 | 192.10 |
| 6M | 1.09 | 1.68 | 192.10 |
| 1Y | 3.89 | 4.99 | 192.10 |
| 3Y | 6.63 | 14.37 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.64%
- Others
As on: 2026-05-15
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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 ₹13,976 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 |
|---|---|---|---|
| HSBC Short Duration Fund - Growth | 4 | 3885.11 CR | 0.75 |
| Sundaram Short Duration Fund Growth | 0 | 187.85 CR | 0.8 |
| SBI Short Term Debt Fund - Retail Plan Growth | 0 | 13975.99 CR | 0.87 |
| IDBI Short Term Bond Fund Growth | 0 | 25.49 CR | 0.75 |
| Franklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Short Duration Fund - Growth | 3.791 | 20.9914 |
| This FundSundaram Short Duration Fund Growth | 3.99 | 21.202 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 3.8871 | 21.2272 |
| This FundIDBI Short Term Bond Fund Growth | 6.2062 | 23.353 |
| 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 : 0.16%
- 6 Months : 1.09%
- 1 Year : 3.89%
- 3 Years : 6.63%
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 ₹13,976 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.
