DEBT•LOW DURATION FUND
SBI Ultra Short To Short Term Fund
3 Year return
7.23%
NAV on August 30, 2026
3896.1963
1D Returns
+0.65%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
11.97%₹431
Total Value ₹4,031
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹13,101.53 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
Nil
Ratings
2.5
Ratings by other agencies
Value Research
3
Crisil
1
Morning Star
5
Tax Implications
Tax on gains as per your income tax bracket
SBI Mutual Fund Manager
RR
Rajeev Radhakrishnan
Fund Manager since Dec 2023
SA
Sudhir Agrawal
Fund Manager since May 2025
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
273
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| UTI Ultra Short To Short Term Fund | 7.2594% | 5 |
| HSBC Ultra Short To Short Term Fund | 7.87% | 0 |
| Aditya Birla Sun Life Low Duration Fund | 7.3783% | 4 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Magnum Low Duration Fund, managed by SBI Mutual Fund, falls within the low duration funds category, aiming to provide investors with stability and reasonable returns. This direct plan offers a growth option, where the investment appreciates without dividend payouts. The fund maintains an expense ratio which is slightly higher category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors stability and modest returns through a low-duration debt investment avenue. SBI Magnum Low Duration Fund Direct Plan Growth achieves this by investing primarily in debt instruments with shorter maturities. The fund's focus is on generating consistent growth over the short to medium term.
Key Features of The Fund
5-year return
6.466%
Expense Ratio
0.44%
Fund Manager
Rajeev Radhakrishnan
Fund Size
₹13101.53 Cr.
Risk Profile
Moderate
Is This Scheme Right for Me?
If you're seeking stability and modest returns over the short to medium term, without the need for regular dividend payouts, SBI Magnum Low Duration Fund Direct Plan Growth could be suitable. This fund aligns with individuals looking to manage risk while aiming for capital appreciation from their investments. Assess your investment goals and risk tolerance before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Explore Tax-Saving Investment Advantages With SIPs
You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.
FAQs
What is today's NAV of SBI Ultra Short To Short Term Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Ultra Short To Short Term Fund on August 30, 2026, is ₹3896.1963
What is the AUM of SBI Ultra Short To Short Term Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Ultra Short To Short Term Fund, is ₹13101.53 crore.
What is the expense ratio of SBI Ultra Short To Short Term Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Ultra Short To Short Term Fund is 0.44%
What are the returns of SBI Ultra Short To Short Term Fund since inception?
The SBI Ultra Short To Short Term Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Ultra Short To Short Term Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Ultra Short To Short Term Fund is ₹500.
How do I invest in SBI Ultra Short To Short Term Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Ultra Short To Short Term Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Ultra Short To Short Term Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Ultra Short To Short Term Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,031 in 3Y at 7.2315% returns
SIP Date1st of every month
Your next SIP Payment will be on 30 September 2026
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