SBI Short Term Debt Fund-IDCW Monthly

Debt, Short Duration, Principal at moderate risk

1 Year Return 4.14% at 08 Jun 2026 12:11 PM

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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 18.87 years of performance history. The scheme manages an AUM of ₹13746.27 Cr and has a NAV of ₹18.5443. 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 4.14%.

Fund Details

NAV 18.5443

Sub-Type Short Duration

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 18.87

Fund Size(in Crores) 13746.27

Fund Performance

1 Month 0.38%

3 Month 0.58%

6 Month 1.37%

1 Year 4.14%

3 Year 6.7%

5 Year 5.77%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Treasury Bills 12.11 Certificate of Deposit 33.34 Non Convertible Debenture 0.75 Debt Credit Ratings A1+ 82.28 SOV 12.11 Cash & Call Money 4.17 AAA 1.17 Others 0.27 Debt Category Birla Group Holdings 1.2 Canara Bank 5.39 Bank of India 1.35 Sundaram Home Finance 0.6

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-Growth Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Daily Reinvestment Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Reinvestment Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Weekly Payout Ret 1M 0.48% Ret 1Y 5.95% Ret 3Y 6.69% Ret 5Y 5.9%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.88%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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

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.

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) 19

Date of Incorporation 2007-07-27

Total AUM 1255465.11

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.

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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.

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 0.88% as of 08 Jun 2026.

What is the NAV of SBI Short Term Debt Fund-IDCW Monthly?

The NAV of SBI Short Term Debt Fund-IDCW Monthly is ₹18.5443 as of 08 Jun 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 ₹13746.27 Cr as of 08 Jun 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 5.77%.

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 08 Jun 2026, is ₹18.5443.

Who manages the SBI Short Term Debt Fund-IDCW Monthly?

The fund managers responsible for SBI Short Term Debt Fund-IDCW Monthly are: