SBI Ultra Short to Short Term Fund - Institutional Plan Growth Return

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

SBI Ultra Short to Short Term Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹11,622 Cr

Lock In Period

N/A

Expense Ratio

0.92

Exit Load

Nil

Benchmark

CRISIL Low Duration Debt A-I Index

SBI Ultra Short to Short Term Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.39-0.82259.36
6M3.013.53280.40
1Y5.544.15309.28
3Y6.7013.8446.82

Portfolio Analysis

  • Equity:
  • Debt: 99.60%
  • Others
As on: 2026-08-31
View allocation % by

1. TREPS7.69%
2. 182 DAY T-BILL 10.09.266.02%
3. Radhakrishna Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)4.38%
4. 91 DAY T-BILL 22.10.263.39%
5. JSW Kalinga Steel Ltd.2.23%
6. National Bank for Financing Infrastructure and Development1.79%
7. 6.75% CGL 20331.35%
8. Tata Housing Development Co. Ltd.1.06%
9. Net Receivable / Payable0.82%
10. 7.38% CGL 20270.44%
11. 91 DAY T-BILL 10.09.260.43%
12. India Universal Trust AL1 (Obligor - HDFC Bank Ltd.)0.41%

1. Small Industries Development Bank of India5.68%
2. HDFC Bank Ltd.5.41%
3. Kotak Mahindra Bank Ltd.4.16%
4. ICICI Bank Ltd.4.15%
5. Axis Bank Ltd.1.25%

1. Indian Bank4.60%
2. Canara Bank4.18%
3. National Bank for Agriculture and Rural Development3.56%
4. Bank of Baroda1.04%

1. Muthoot Finance Ltd.4.53%
2. Bajaj Finance Ltd.3.14%
3. Sundaram Finance Ltd.2.15%

1. Bharti Telecom Ltd.7.28%

1. LIC Housing Finance Ltd.5.28%

1. Housing and Urban Development Corporation Ltd.2.14%
2. REC Ltd.1.74%
3. Power Finance Corporation Ltd.1.30%

1. Tata Motors Ltd.2.15%

1. Torrent Pharmaceuticals Ltd.1.07%
2. Mankind Pharma Ltd.0.43%

1. Tata Projects Ltd.1.33%

1. Aditya Birla Housing Finance Ltd.1.29%

1. 364 DAY T-BILL 02.10.260.86%
2. 8.28% CGL 20270.01%

1. Tata Chemicals Ltd.0.86%
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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 ₹11,622 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 NameRatingsAUMExpense Ratio
Kotak Ultra Short to Term Fund - Growth312,093 CR1.18
SBI Ultra Short to Short Term Fund Growth411,621 CR0.92
SBI Ultra Short to Short Term Fund - Institutional Plan Growth011,621 CR0.92
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundKotak Ultra Short to Term Fund - Growth5.631121.4062
This FundSBI Ultra Short to Short Term Fund Growth5.537721.459
This FundSBI Ultra Short to Short Term Fund - Institutional Plan Growth5.537821.4606
This FundFranklin India Low DurationFund Growth37.141246.82

SBI Ultra Short to Short Term Fund - Institutional Plan Growth FAQs

SBI Ultra Short to Short Term Fund - Institutional 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 Ultra Short to Short Term Fund - Institutional Plan Growth is 0.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Ultra Short to Short Term Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.39%
  • 6 Months : 3.01%
  • 1 Year : 5.54%
  • 3 Years : 6.70%
Returns of SBI Ultra Short to Short Term Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3802.9478 as on Sep 18,2026. Since inception, the return has been 21.46%.

You can invest in SBI Ultra Short to Short Term Fund - Institutional 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 Ultra Short to Short Term Fund - Institutional Plan Growth is ₹11,622 crore. It changes based on market performance, inflows, and outflows.

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