Submit

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Fund House: SBI Mutual Fund
Category: Debt: Short Duration
Launch Date: 27-07-2007
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
TER: 0.85% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,958.72 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 23-04-2025

35.9941

0.02 (0.0611%)

CAGR Since Inception

7.48%

Benchmark: 8.31%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate regular income with high degree of liquidity by investing in a portfolio comprising of money market instruments and debt securities which should not be rated below investment grade by a credit rating agency.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.02
Sharpe Ratio -0.34
Alpha 3.63
Beta 1.98
Yield to Maturity 7.77
Average Maturity 3.71

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.27 7.89 6.92 6.15 7.04
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.43 8.05 9.37 8.21 5.8
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.49 7.93 6.97 6.24 7.05
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.48 8.04 7.13 6.5 7.26
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.48 8.02 7.11 6.5 7.26
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.46 8.3 7.34 6.84 7.54
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.45 8.11 6.98 6.5 7.1
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 9.35 8.03 7.22 6.97 7.44
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 9.3 7.88 6.96 - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 9.3 7.88 6.96 7.66 6.33

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

Feedback
Notification