SBI Short Horizon Debt Fund - Short Term Fund - Retail Dividend - Monthly Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.85
Risk: Moderate
Debt Scheme - Short Duration Fund
Plan: Regular
Benchmark: CRISIL Short Duration Debt A-II Index
Inception: 19-07-2007
Exit Load: Nil
Fund Size:₹17,645.32 Cr
Performance
1Y
Fund3.86%
Cat. Avg.3.95%
2Y
Fund6.00%
Cat. Avg.5.93%
3Y
Fund6.66%
Cat. Avg.6.63%
5Y
Fund5.80%
Cat. Avg.5.89%
10Y
Fund4.49%
Cat. Avg.6.16%
SI
Fund3.00%
Cat. Avg.8.85%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60996 | +1.7% | +3.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +4.7% | +4.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.96 L. | +8.8% | +5.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.50 L. | +16.5% | +6.2% |
| 10Y | 07 Nov, 16 | 6 L. | 7.94 L. | +32.4% | +5.5% |
| SI | 07 Aug, 07 | 11.55 L. | 17.16 L. | +48.6% | +4.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.04 L. | +3.9% | +3.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.12 L. | +12.4% | +6.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.21 L. | +21.3% | +6.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.33 L. | +32.6% | +5.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.55 L. | +55.1% | +4.5% |
| SI | 02 Aug, 07 | 1 L. | 1.77 L. | +76.6% | +3.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.