Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.61 | 2.00 | 2.82 |
| 6M | 3.20 | 3.89 | 5.15 |
| 1Y | 6.07 | 6.72 | 8.80 |
| 3Y | 6.94 | 19.52 | 24.53 |
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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India Ultra Short Duration Fund Growth | 3 | 1,002 CR | 0.8 |
| HDFC Ultra Short Term Fund Growth | 4 | 15,949 CR | 0.73 |
| SBI Ultra Short Duration Fund - Growth | 3 | 11,407 CR | 0.56 |
| Baroda BNP Paribas Ultra Short Duration Fund Growth | 4 | 622 CR | 0.44 |
| Aditya Birla Sun Life Savings Fund Growth | 5 | 17,816 CR | 0.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Ultra Short Duration Fund Growth | 5.9659 | 22.0372 |
| This FundHDFC Ultra Short Term Fund Growth | 5.9014 | 22.1031 |
| This FundSBI Ultra Short Duration Fund - Growth | 6.072 | 22.3152 |
| This FundBaroda BNP Paribas Ultra Short Duration Fund Growth | 6.204 | 22.6691 |
| This FundAditya Birla Sun Life Savings Fund Growth | 6.2184 | 23.3848 |