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SBI Short Horizon Debt Fund - Short Term Fund - Retail Dividend - Fortnightly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Short Duration
Moderate
₹16.05
Current NAV
04 Nov 2026
3.8%
1Y Return
6.6%
3Y CAGR
5.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
0.40
Beta
-1.80
Alpha
1.87
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹3250 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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