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Apr 27, 2026


Category Debt
AUM (Cr.) 14,580.36
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 0.85
Sharpe Ratio 28.41
Beta Ratio 0.00
Fund Manager Mansi Sajeja
Inception Date Aug 02, 2007
Risk Level Moderate

Investment Objective

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.

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Crisil Short-Term Bond Fund Index Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Short Horizon Debt - Short Term (IDCW-M) 0.69 1.76 5.13 6.89 5.85 7.61
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.73 1.79 4.96 6.75 5.95 6.83
Category Rank 11/7 10/7 10/7 10/7 6/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Short Duration Fund - (G) 55.0226 0.08 5.30 7.09 6.03 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW) 22.3799 0.08 5.30 7.09 6.03 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW-Q) 14.9108 0.08 5.30 7.09 5.46 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW-M) 11.5389 0.08 3.58 7.07 6.02 6,631.95 0.95 100.00 invest
AXIS Short Duration Fund (IDCW-M) 10.0387 -0.55 7.09 6.93 5.97 8,341.56 0.91 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Short Horizon Debt - Short Term (IDCW-M) 0.69 1.76 5.13 6.89 5.85 7.61
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.73 1.79 4.96 6.75 5.95 6.83
Category Rank 11/7 10/7 10/7 10/7 6/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Short Duration Fund - (G) 55.0226 0.08 5.30 7.09 6.03 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW) 22.3799 0.08 5.30 7.09 6.03 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW-Q) 14.9108 0.08 5.30 7.09 5.46 6,631.95 0.95 100.00 invest
Nippon India Short Duration Fund - (IDCW-M) 11.5389 0.08 3.58 7.07 6.02 6,631.95 0.95 100.00 invest
AXIS Short Duration Fund (IDCW-M) 10.0387 -0.55 7.09 6.93 5.97 8,341.56 0.91 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Corporate Debts-Mindspace Busine Apr 15, 2026 875.30 6.17 0.33
Corporate Debts-N A B A R D Apr 15, 2026 777.27 5.48 7.27
Corporate Debts-Muthoot Finance Apr 15, 2026 635.56 4.49 -2.32
Corporate Debts-Mahindra Rural Apr 15, 2026 590.94 4.18 0.32
PTC-Shivshakti Securitisation Trus Apr 15, 2026 591.63 4.17 0.34
Corporate Debts-S I D B I Apr 15, 2026 550.67 3.88 455.30
Corporate Debts-IndiGrid Trust Apr 15, 2026 536.21 3.78 0.54
Corporate Debts-Toyota Financial Apr 15, 2026 505.29 3.56 0.32
Govt. Securities-Karnataka 2033 Apr 15, 2026 496.10 3.50 0.52
Certificate of Deposits-HDFC Bank Apr 15, 2026 472.43 3.33 -8.47

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SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Short Horizon Debt - Short Term (IDCW-M)
Contact Person
Mansi Sajeja
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No
022-61793000
Fax No.
022-67425687
Email
customer.delight:sbimf.com
Website
www.sbimf.com