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

SBI · Short Duration
Moderate
₹18.73
Current NAV
25 Jun 2026
12.5%
1Y Return
23.5%
3Y CAGR
13.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Very large asset base (AUM: ₹21,500 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.85%) which can affect compounding over long horizons.
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
1.95
Sharpe Ratio
0.65
Beta
0.45
Alpha
2.63
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Fund Details
Fund House SBI
Category Short Duration
AUM ₹21500 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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