Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
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 ₹37.8328 NAV as of May 12,2026 and returns since inception of 21.78%. 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 0.22% returns, against a category average of -0.01% and a category best of 192.10%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.22 | -0.01 | 192.10 |
| 6M | 1.41 | 1.58 | 192.10 |
| 1Y | 5.06 | 5.28 | 192.10 |
| 3Y | 6.79 | 14.25 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.65%
- Others
As on: 2026-04-15
View allocation % by
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 | 4 | 3826.5 CR | 0.75 |
| This FundSundaram Short Duration Fund Growth | 0 | 187.9 CR | 0.68 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 0 | 14181.9 CR | 0.87 |
| This FundIDBI Short Term Bond Fund Growth | 0 | 25.49 CR | 0.75 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Short Duration Fund - Growth | 5.0454 | 21.5201 |
| This FundSundaram Short Duration Fund Growth | 5.0021 | 21.719 |
| This FundSBI Short Term Debt Fund - Retail Plan Growth | 5.0558 | 21.7801 |
| This FundIDBI Short Term Bond Fund Growth | 6.2062 | 23.353 |
| 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 : 0.22%
- 6 Months : 1.41%
- 1 Year : 5.06%
- 3 Years : 6.79%
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