SBI Ultra Short Duration Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Ultra Short Duration Fund - Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

11,408 Cr

Lock In Period

N/A

Expense Ratio

0.56

Exit Load

Nil

Benchmark

CRISIL Ultra Short Duration Debt A-I Index

SBI Ultra Short Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.612.002.82
6M3.203.895.15
1Y6.076.728.80
3Y6.9419.5224.53

Portfolio Analysis

  • Equity:
  • Debt: 99.57%
  • Others
As on: 2026-06-30
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About Fund SBI Ultra Short Duration Fund - Growth

SBI Ultra Short Duration Fund - Growth managed by SBI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹11,408 Crore. The fund benchmarks its performance against the CRISIL Ultra Short Duration Debt A-I Index while maintaining an expense ratio of 0.56. Under the expert guidance of Sudhir Agrawal ,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

Sudhir Agrawal

Mr. Sudhir is a M.Com, PGDBA (Finance) and a CFA. Prior to joining UTI (July '09), he has worked with TATA Asset Management Ltd. (Nov '07-June '09), Tramp Value Pvt. Ltd. (Jan '06-Oct '07) and CARE Ratings (May '05-Dec '05) across various profiles like fund management, research and financial modelling.

Peer Comparison

Fund Name1Y3Y
This FundInvesco India Ultra Short Duration Fund Growth5.965922.0372
This FundHDFC Ultra Short Term Fund Growth5.901422.1031
This FundSBI Ultra Short Duration Fund - Growth6.07222.3152
This FundBaroda BNP Paribas Ultra Short Duration Fund Growth6.20422.6691
This FundAditya Birla Sun Life Savings Fund Growth6.218423.3848

SBI Ultra Short Duration Fund - Growth FAQs

SBI Ultra Short Duration Fund - 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 Ultra Short Duration Fund - Growth is 0.56. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Ultra Short Duration Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.61%
  • 6 Months : 3.20%
  • 1 Year : 6.07%
  • 3 Years : 6.94%
Returns of SBI Ultra Short Duration Fund - Growth are updated daily based on NAV of ₹ 6366.3651 as on Jul 20,2026. Since inception, the return has been 22.32%.

You can invest in SBI Ultra Short Duration Fund - 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 Ultra Short Duration Fund - Growth is ₹11,408 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Ultra Short Duration Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.