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

SBI · Low Duration
Low
₹1647.06
Current NAV
04 Nov 2026
5.2%
1Y Return
6.6%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.95).
  • Very large asset base (AUM: ₹12,000 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.95%) which can affect compounding over long horizons.
  • 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
1.95
Sharpe Ratio
1.55
Beta
2.95
Alpha
2.63
Sortino
Fund Details
Fund House SBI
Category Low Duration
AUM ₹12000 Cr
Expense Ratio 1.95%
Min SIP ₹500
Min Lumpsum ₹1000
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