3 Year return
6.04%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹13299.65 Cr.
Expense Ratio
0.35% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
SBI Mutual Fund Managers
RR
Rajeev Radhakrishnan
Fund Manager since Jun 2008
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Short Term Income Fund |
13.16% |
4 |
UTI Short Duration Fund |
6.58% |
5 |
ICICI Prudential Short Term Fund |
6.98% |
5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment
The SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment is a short-term debt fund managed by SBI Mutual Fund. The fund invests in a diversified portfolio of short-term debt securities, which helps to reduce risk. It is an open-ended fund, which means that you can buy and sell units of the fund at any time. The expense ratio of the SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment is lower than the category average for short-term debt funds. This means that the fund charges lower fees to investors, which can help improve their returns over time.
Investment Objectives of the Scheme
The SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment aims to provide capital safety while earning a regular income from the investment portfolio. It generates income by investing in a diversified portfolio of short-term debt securities.
Key Features of The Fund
5-year return | 6.65% |
Expense Ratio | 0.35% |
Fund Manager | Rajeev Radhakrishnan |
Fund Size | ₹13299.65 Cr |
Risk Profile | Moderate |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for regular income and are willing to accept the risk of interest rate volatility. The fund invests in a diversified portfolio of short-term debt securities, which helps reduce risk. However, it is important to note that this fund is still a relatively risky investment, and investors should be prepared for the possibility of losing money. Nevertheless, you should always consult with a financial advisor before making any investment decisions.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 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.
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FAQs
What is today's NAV of SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
What is the AUM of SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
What is the expense ratio of SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
What are the returns of SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
How do I invest in SBI Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
- 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 Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
- 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 Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
- 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 Short Term Debt Fund Direct Plan Monthly IDCW Reinvestment?
- 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.