SBI Short Term Fund - Retail Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
SBI Short Term Fund - Retail Plan Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹10000
AUM (Fund size)
₹13,219 Cr
Lock In Period
N/A
Expense Ratio
0.87
Exit Load
Nil
Benchmark
Crisil Short-Term Bond Fund Index
SBI Short Term 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 | -0.19 | -0.94 | 192.10 |
| 6M | 2.35 | 2.73 | 192.10 |
| 1Y | 4.20 | 3.55 | 192.10 |
| 3Y | 6.81 | 14.26 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.61%
- Others
As on: 2026-09-15
View allocation % by
About Fund SBI Short Term Fund - Retail Plan Growth
SBI Short Term Fund - Retail Plan Growth managed by SBI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹13,219 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 |
|---|---|---|---|
| Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth | 0 | 883 CR | 0.46 |
| SBI Short Term Fund - Growth | 3 | 13,219 CR | 0.87 |
| SBI Short Term Fund - Retail Plan Growth | 0 | 13,219 CR | 0.87 |
| Bandhan Short Term Fund Growth | 5 | 8,667 CR | 0.84 |
| Franklin India Short Term Income Plan Growth | 0 | 36 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth | 2.0172 | 21.7502 |
| This FundSBI Short Term Fund - Growth | 4.2047 | 21.8354 |
| This FundSBI Short Term Fund - Retail Plan Growth | 4.2046 | 21.8358 |
| This FundBandhan Short Term Fund Growth | 5.308 | 23.6798 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
SBI Short Term Fund - Retail Plan Growth FAQs
SBI Short Term 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 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 Fund - Retail Plan Growth’s fund performance is as follows:
- 1 Month : -0.19%
- 6 Months : 2.35%
- 1 Year : 4.20%
- 3 Years : 6.81%
You can invest in SBI Short Term 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 Fund - Retail Plan Growth is ₹13,219 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Short Term 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.
