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

SBI · Short Duration
Moderate
₹20.35
Current NAV
04 Nov 2026
4.2%
1Y Return
7.0%
3Y CAGR
6.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.26%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • 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
1.86
Sharpe Ratio
0.56
Beta
-1.64
Alpha
2.34
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹8410 Cr
Expense Ratio 0.26%
Min SIP ₹500
Min Lumpsum ₹1000
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