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SBI Short Term Debt Fund - Direct Plan Fortnightly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Short Duration
Moderate
₹24.58
Current NAV
04 Nov 2026
4.2%
1Y Return
7.1%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.32%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.62).
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
1.62
Sharpe Ratio
1.22
Beta
2.62
Alpha
2.14
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹1170 Cr
Expense Ratio 0.32%
Min SIP ₹500
Min Lumpsum ₹1000
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