- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of SBI-SHDF-Short Term-Retail Plan with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
-
-
SBI-SHDF-Short Term-Retail Plan shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
0.84%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
SBI-SHDF-Short Term-Retail Plan is an
Debtoriented mutual fund in the
- Short Duration Fundcategory.
-
Nifty 50 Arbitrage Index
is the benchmark for SBI-SHDF-Short Term-Retail Plan. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
27 Jul 2007as at present it is 17 years old fund.
-
Name of the AMC is
SBI Mutual Fund.
Click here to
know moreabout SBI Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. SBI-SHDF-Short Term-Retail Plan managed by following fund manager(s);
How does the
Return Comparison of the SBI-SHDF-Short Term-Retail Plan fare against peer funds in the Short Duration fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by SBI-SHDF-Short Term-Retail Plan. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Debt, Short Duration fund category these peer funds belongs to.
| Fund Name | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 0.42% | 1.05% | 6.92% | 6.92% | 13.59% | 15.38% | 12.56% | 9.39% | 7.95% |
| Category Average | 0.29% | 0.77% | 4.08% | 4.55% | 6.93% | 5.32% | 5.49% | 6.40% | 7.17% |
| SBI-SHDF-Short Term-Retail Plan | 0.00% | 0.56% | 1.63% | 3.90% | 7.71% | - | - | - | - |
| ICICI Prudential Short Term Fund | 0.03% | 0.48% | 1.70% | 3.85% | 7.82% | 7.54% | 6.54% | 6.84% | 7.49% |
| Aditya Birla Sun Life Short Term Fund | -0.01% | 0.60% | 1.68% | 3.97% | 7.89% | 7.32% | 6.24% | 6.72% | 7.40% |
| Axis Short Term Fund | 0.01% | 0.62% | 1.76% | 4.02% | 7.99% | 7.33% | 6.09% | 6.37% | 7.18% |
| UTI Short Term Income Fund | -0.02% | 0.51% | 1.62% | 3.84% | 7.84% | 7.34% | 6.12% | 7.43% | 6.33% |
| HDFC Short Term Debt Fund | 0.02% | 0.54% | 1.67% | 4.08% | 8.27% | 7.66% | 6.22% | 6.71% | 7.48% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of SBI-SHDF-Short Term-Retail Plan are shown below;
Equity -
Debt %
Others 0.00%
Allocation by Instruments
| Type of the Instrument | Holding Percentage |
|---|
Riskometer
Investors understand that their
principal
will be at Moderate risk