SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund House: SBI Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 27-07-2007
Minimum Investment: 10000.0
Asset Class: Fixed Income
Minimum Topup: 5000.0
Benchmark: CRISIL Short Duration Debt A-II Index
Total Assets: 17441.94 As on (31-10-2025)
Expense Ratio: 0.82% As on (31-10-2025)
Turn over: 81.00% | Exit Load:
NAV as on 05-12-2025
37.4347
0.0352
CAGR Since Inception
7.45%
CRISIL Short Duration Debt A-II Index 8.23%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 8.02 | 7.48 | 5.73 | 6.95 | 7.45 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 7.68 | 7.32 | 5.96 | 6.71 | 6.99 |
Funds Manager
Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja,
RETURNS CALCULATORS for SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 8.02 | 8.06 | 7.48 | 5.73 | 6.95 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 8.26 | 8.36 | 7.68 | 6.03 | 7.18 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 8.26 | 8.34 | 7.66 | 6.02 | 7.18 |
| Nippon India Short Duration Fund Gr Plan | 01-12-2002 | 8.22 | 8.31 | 7.66 | 6.11 | 7.02 |
| ICICI Pru Short Term Gr | 01-10-2001 | 8.06 | 8.11 | 7.75 | 6.36 | 7.48 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 8.02 | 8.06 | 7.48 | 5.73 | 6.95 |
| HDFC Short Term Debt Gr | 05-06-2010 | 8.02 | 8.35 | 7.83 | 6.17 | 7.41 |
| ABSL Short Term Gr Reg | 09-05-2003 | 7.98 | 8.18 | 7.6 | 6.17 | 7.36 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 7.91 | 7.99 | 7.36 | 5.52 | 6.76 |
| Invesco India Short Duration Gr | 24-03-2007 | 7.75 | 8.06 | 7.3 | 5.36 | 6.52 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 1.02 | -0.34 | 3.63 | 1.98 | 7.77 | 3.71 |
| Debt: Short Duration | - | - | - | - | - | - |