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

SBI · Short Duration
Moderate
₹15.90
Current NAV
25 Jun 2026
16.0%
1Y Return
9.0%
3Y CAGR
17.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.00).
  • Very large asset base (AUM: ₹23,550 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
  • 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.50
Sharpe Ratio
1.00
Beta
6.00
Alpha
0.55
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹23550 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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