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SBI Low Duration Fund - Regular Plan - Fornightly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Low Duration
Low
₹1462.08
Current NAV
25 Jun 2026
17.3%
1Y Return
9.3%
3Y CAGR
18.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.53).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.53
Sharpe Ratio
0.73
Beta
4.53
Alpha
0.60
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Fund Details
Fund House SBI
Category Low Duration
AUM ₹5580 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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