SBI Low Duration Fund Regular Plan Growth

Fixed IncomeLow Duration

3652.16

-0.15(-0.00%)

NAV as on 17 Apr, 2026

CAGR

6.83%

Top Performer

This scheme has consistently delivered the best returns in its Low Duration category across .

Returns

AUM (Crs.)13,582.83
Expense Ratio0.92 %
Sharpe Ratio / Category Average0.43 / 0.82
Standard Deviation / Category Average0.48 / 0.64
Beta / Category Average1.19 / 1.26
Portfolio Turnover / Category Average129.73 / 238.19
Top 5 Debt Holdings Wt.60.48
Top 10 Debt Holdings Wt.96.77
Investment StyleLimited Sensitivity High Quality
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Sudhir Agrawal
Launch Date27 Jul, 2007
BenchmarkCrisil Low Duration Debt TR INR

Objective

To provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.

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