SBI Ultra Short Term Fund - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Ultra Short Term Fund - Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹11,943 Cr
N/A
0.56
Nil
CRISIL Ultra Short Duration Debt A-I Index
SBI Ultra Short Term Fund - Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.40 | -1.45 | 265.31 |
| 6M | 3.16 | 2.24 | 195.09 |
| 1Y | 6.21 | 3.17 | 195.09 |
| 3Y | 6.94 | 13.86 | 31.95 |
Portfolio Analysis
- Equity:
- Debt: 99.59%
- Others
About Fund SBI Ultra Short Term Fund - Growth
SBI Ultra Short Term Fund - Growth managed by SBI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹11,943 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Ultra Short Term Fund Growth | 4 | 16,971 CR | 0.75 |
| Invesco India Ultra Short Term Fund Growth | 3 | 1,501 CR | 0.79 |
| SBI Ultra Short Term Fund - Growth | 3 | 11,942 CR | 0.56 |
| Franklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296 CR | 0.66 |
| Franklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Ultra Short Term Fund Growth | 6.0327 | 22.0714 |
| This FundInvesco India Ultra Short Term Fund Growth | 6.195 | 22.1336 |
| This FundSBI Ultra Short Term Fund - Growth | 6.2132 | 22.2856 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |
SBI Ultra Short Term Fund - Growth FAQs
- 1 Month : 0.40%
- 6 Months : 3.16%
- 1 Year : 6.21%
- 3 Years : 6.94%
