SBI Ultra Short to Short Term Fund - Institutional Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Ultra Short to Short Term Fund - Institutional Plan Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹11,427 Cr
N/A
0.92
Nil
CRISIL Low Duration Debt A-I Index
SBI Ultra Short to Short Term Fund - Institutional Plan Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.27 | -0.84 | 259.36 |
| 6M | 3.09 | 3.19 | 280.40 |
| 1Y | 5.37 | 4.06 | 309.28 |
| 3Y | 6.68 | 12.97 | 46.82 |
Portfolio Analysis
- Equity:
- Debt: 99.59%
- Others
About Fund SBI Ultra Short to Short Term Fund - Institutional Plan Growth
SBI Ultra Short to Short Term Fund - Institutional Plan Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹11,427 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt A-I Index while maintaining an expense ratio of 0.92. 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 |
|---|---|---|---|
| Kotak Ultra Short to Term Fund - Growth | 3 | 11,692 CR | 1.18 |
| SBI Ultra Short to Short Term Fund Growth | 4 | 11,426 CR | 0.92 |
| SBI Ultra Short to Short Term Fund - Institutional Plan Growth | 0 | 11,426 CR | 0.92 |
| Franklin India Low DurationFund Growth | 0 | 51 CR | 0.72 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Ultra Short to Term Fund - Growth | 5.3353 | 21.2849 |
| This FundSBI Ultra Short to Short Term Fund Growth | 5.3674 | 21.4162 |
| This FundSBI Ultra Short to Short Term Fund - Institutional Plan Growth | 5.3675 | 21.4178 |
| This FundFranklin India Low DurationFund Growth | 37.1412 | 46.82 |
SBI Ultra Short to Short Term Fund - Institutional Plan Growth FAQs
- 1 Month : 0.27%
- 6 Months : 3.09%
- 1 Year : 5.37%
- 3 Years : 6.68%
