SBI Short Horizon Debt Fund - Short Term Fund - Retail Plan
SBI Short Horizon Debt Fund - Short Term Fund - Retail Plan
Short Duration
Not Rated
NAV (2026-07-14)
₹38.41
AUM
₹13,975.6 Cr
Exp. Ratio: 0.84%
RISK LEVEL
Moderate
Returns & Performance
1 Year4.93%0.15% vs cat avg
3 Year6.96%0.18% vs cat avg
5 Year5.99%0.10% vs cat avg
Since Launch7.35%--
Fund vs Category Average
1Y
4.93%+0.15%
3Y
6.96%+0.18%
5Y
5.99%-0.10%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔No lock-in period
Cons
✖5Y returns below category average
ISININF200K01IG6
NAV₹38.41
NAV Date2026-07-14
AUM₹13,975.6 Cr
Expense Ratio0.84%
RiskModerate
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹5000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29
INVESTMENT OBJECTIVE
The scheme seeks to provide investors an opportunity to generate regular income through investments in a portfolio comprising predominantly of debt instruments which are rated not below investment grade and money market instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Mansi Sajeja
Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.