Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH
★★★★★ monitor_heart Health Score: 69/100 · GoodSBI Mutual Fund · Debt · Short Duration
₹36.29
AUM: ₹13,975 Cr
NAV updated 2 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.42%
Exit Load
Nil
Fund Manager
Rajiv Radhakrishnan
Inception
Jan 2013
Benchmark
CRISIL Short Duration Debt A-II Index
Sharpe Ratio
-0.83
Std Dev (1Y)
1.11%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.59%
3m
+1.77%
6m
+3.08%
1y
+5.35%
3y
+7.46%
5y
+6.49%
10y
+7.19%
since inception
+7.74%
rate_review TopFund's Take on SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH holds up reasonably well within the Short Duration category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.
Cost: At 0.42%, the expense ratio runs 14% above the Short Duration category average of 0.37%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.83 — 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 1.11% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.
donut_small Sector Allocation
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info Fund Snapshot
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Frequently Asked Questions about SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH
The current NAV (Net Asset Value) of SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH is ₹36.29. NAV is updated every business day after market close by AMFI.
1Y: 5.35% · 3Y CAGR: 7.46% · 5Y CAGR: 6.49%
The expense ratio is 0.42% per annum — the annual fee deducted from your investment to cover fund management costs.
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH is managed by Rajiv Radhakrishnan at SBI Mutual Fund.
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH is ₹13,976 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.