SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Category: Debt: Short Duration
Launch Date: 27-07-2007
Asset Class: Fixed Interest
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.95% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,997.42 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

23.4741

0.02 ( 0.0801% )

CAGR Since Inception

7.78%

PERFORMANCE of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Scheme Performance (%) Data as on - 11-12-2018

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 5.24 7.12 7.94 7.94 7.78
Benchmark - - - - -
Debt: Short Duration 5.28 7.05 7.89 7.85 7.42

Yearly Performance (%)

Fund Managers

Mr. Rajeev Radhakrishnan

Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA. Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.

Investment Objective

The scheme aims to generate regular income with high degree of liquidity by investing in a portfolio comprising of money market instruments and debt securities which should not be rated below investment grade by a credit rating agency.

RETURNS CALCULATOR for SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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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 1.29 4.29 -0.07 1.03 7.02 2.97
Debt: Short Duration - - - - - -

PEER COMPARISION of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 5.24 5.63 7.12 7.94 7.94
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.72 8.38 8.39 9.16 9.2
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 6.55 6.5 7.19 7.93 0.0
Baroda Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.54 7.27 8.02 8.42 0.0
HDFC Short Term Debt Fund - Normal Dividend Option 18-12-2014 6.23 6.56 7.51 0.0 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 6.22 6.56 7.51 8.34 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 6.04 6.06 7.25 7.98 7.8
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 5.92 5.99 7.14 7.88 5.11
Union Short Term Fund - Growth Option 24-04-2012 5.8 5.85 6.26 7.25 0.0
L&T Short Term Bond Fund - Regular Plan - Growth 27-12-2011 5.77 5.92 6.92 7.86 0.0

PORTFOLIO ANALYSIS of SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Asset Allocation (%)

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