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SBI LOW DURATION FUND - DIRECT PLAN - GROWTH
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 66/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.29%
- Expense ratio (20%)—
- AUM (15%)—
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹3,907.78
AUM: —
NAV updated 21 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Sharpe Ratio
-0.34
Std Dev (1Y)
0.6%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.57%
3m
+2.18%
6m
+3.26%
1y
+6.23%
3y
+7.29%
5y
+6.51%
10y
+6.81%
since inception
+7.38%
TopFund's Take on SBI LOW DURATION FUND - DIRECT PLAN - GROWTH
SBI LOW DURATION FUND - DIRECT PLAN - GROWTH holds up reasonably well within the Ultra Short to Short Term Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.34 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.6% is on the lower side for a Ultra Short to Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about SBI LOW DURATION FUND - DIRECT PLAN - GROWTH
The current NAV (Net Asset Value) of SBI LOW DURATION FUND - DIRECT PLAN - GROWTH is ₹3907.78. NAV is updated every business day after market close by AMFI.
1Y: 6.23% · 3Y CAGR: 7.29% · 5Y CAGR: 6.51%
Expense ratio data for SBI LOW DURATION FUND - DIRECT PLAN - GROWTH is not yet available.
SBI LOW DURATION FUND - DIRECT PLAN - GROWTH is managed by SBI Mutual Fund.
SBI LOW DURATION FUND - DIRECT PLAN - GROWTH is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
SBI LOW DURATION FUND - DIRECT PLAN - GROWTH is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in SBI LOW DURATION FUND - DIRECT PLAN - GROWTH with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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