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SBI Low Duration Fund - Direct Plan - Weekly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Low Duration
Low
₹1518.11
Current NAV
04 Nov 2026
5.7%
1Y Return
7.1%
3Y CAGR
6.6%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.92%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.02).
  • Very large asset base (AUM: ₹21,070 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
1.22
Beta
3.02
Alpha
1.35
Sortino
Fund Details
Fund House SBI
Category Low Duration
AUM ₹21070 Cr
Expense Ratio 0.92%
Min SIP ₹500
Min Lumpsum ₹1000
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