SBI Short Term Debt Fund-IDCW Monthly
SBI Short Term Debt Fund-IDCW Monthly: Mutual Fund Overview
SBI Short Term Debt Fund-IDCW Monthly is an Short Duration mutual fund with over 18.66 years of performance history. The scheme manages an AUM of ₹17213.14 Cr and has a NAV of ₹18.3735. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.33%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.33% at 24 Mar 2026 03:08 PM
Fund Details
NAV 18.3735
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 18.66
Fund Size(in Crores) 17213.14
Fund Performance
1 Month -0.2%
3 Month 0.7%
6 Month 1.88%
1 Year 6.33%
3 Year 7.08%
5 Year 5.88%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Others 0.1 Top Holding
Debt & Others (100%) Sector Allocation Repo 7.62 Commercial Paper 1.72 Alternative Investment Fund 0.29 Debt Credit Ratings AAA 51.24 SOV 17 A1+ 11.27 AA+ 7.73 Cash & Call Money 6.49 Debt Category Bajaj Auto Credit 0.58 Canara Bank 1.09 LIC Housing Fin. 0.59 Tata Projects 1.17
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.85%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Mansi Sajeja
Education Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Experience Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Rajeev Radhakrishnan
Education Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
Experience Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 13
Date of Incorporation 2007-07-27
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI Short Term Debt Fund-IDCW Monthly FAQs
How to invest in SBI Short Term Debt Fund-IDCW Monthly?
Investing in SBI Short Term Debt Fund-IDCW Monthly through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Short Term Debt Fund-IDCW Monthly in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Short Term Debt Fund-IDCW Monthly?
The term expense ratio for SBI Short Term Debt Fund-IDCW Monthly or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Short Term Debt Fund-IDCW Monthly is 0.85% as of 24 Mar 2026.
What is the NAV of SBI Short Term Debt Fund-IDCW Monthly?
The NAV of SBI Short Term Debt Fund-IDCW Monthly is ₹18.3735 as of 24 Mar 2026.
What is the AUM of SBI Short Term Debt Fund-IDCW Monthly?
The AUM (Assets Under Management) of SBI Short Term Debt Fund-IDCW Monthly is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Short Term Debt Fund-IDCW Monthly is ₹17213.14 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Short Term Debt Fund-IDCW Monthly?
The PE ratio of SBI Short Term Debt Fund-IDCW Monthly shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Short Term Debt Fund-IDCW Monthly?
Yes, you can invest in SBI Short Term Debt Fund-IDCW Monthly through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Short Term Debt Fund-IDCW Monthly in the last 5 years?
The return of SBI Short Term Debt Fund-IDCW Monthly in the last 5 years is 5.88%.
What is the minimum SIP investment required in SBI Short Term Debt Fund-IDCW Monthly?
The minimum SIP investment in SBI Short Term Debt Fund-IDCW Monthly depends on the fund's scheme rules and usually starts at a small amount. For SBI Short Term Debt Fund-IDCW Monthly, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Short Term Debt Fund-IDCW Monthly?
The NAV of SBI Short Term Debt Fund-IDCW Monthly, as of 24 Mar 2026, is ₹18.3735.
Who manages the SBI Short Term Debt Fund-IDCW Monthly?
The fund managers responsible for SBI Short Term Debt Fund-IDCW Monthly are:
- Mansi Sajeja
- Rajeev Radhakrishnan
- Pradeep Kesavan