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

SBI · Short Duration
Moderate
₹15.35
Current NAV
25 Jun 2026
24.4%
1Y Return
10.4%
3Y CAGR
14.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹14,690 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.04%) 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
0.64
Sharpe Ratio
0.84
Beta
0.64
Alpha
0.79
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹14690 Cr
Expense Ratio 2.04%
Min SIP ₹500
Min Lumpsum ₹1000
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