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SBI ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH

SBI · Ultra Short Duration
Low
₹6339.94
Current NAV
25 Jun 2026
24.7%
1Y Return
10.7%
3Y CAGR
14.7%
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: ₹10,220 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
1.47
Beta
-0.33
Alpha
0.85
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Fund Details
Fund House SBI
Category Ultra Short Duration
AUM ₹10220 Cr
Expense Ratio 1.07%
Min SIP ₹500
Min Lumpsum ₹1000
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