SBI Ultra Short to Short Term Fund - Institutional Plan

AMC: SBI Low Risk Debt Low Duration

📊 Quick Summary Of This Page

SBI Ultra Short to Short Term Fund - Institutional Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.00%
Expense Ratio
Mr. Sudhir Agrawal
Fund Manager
Growth
Plan Type
27 Jul 2007
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

SBI Ultra Short to Short Term Fund - Institutional Plan does not yet have a 5-year performance history.

The average return for Low Duration funds is 34.43% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.50% 4.01%
2 Year Return 21.31% 9.87%
3 Year Return 31.41% 17.11%
4 Year Return 38.63% 25.13%
5 Year Return 55.22% 34.43%
6 Year Return 72.44% 44.19%
7 Year Return 93.64% 55.54%
Expense Ratio 0.00% -
NAV History
Fund Information

AMC: SBI

Category: Debt • Low Duration

Launch Date: 27 Jul 2007

Fund Manager: Mr. Sudhir Agrawal

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

SBI Ultra Short to Short Term Fund - Institutional Plan is managed by SBI and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

SBI Ultra Short to Short Term Fund - Institutional Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of SBI Ultra Short to Short Term Fund - Institutional Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

SBI Ultra Short to Short Term Fund - Institutional Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in SBI Ultra Short to Short Term Fund - Institutional Plan, based on the latest portfolio data.

SBI Ultra Short to Short Term Fund - Institutional Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of SBI Ultra Short to Short Term Fund - Institutional Plan is , which represents the annual cost charged for managing the fund.

SBI Ultra Short to Short Term Fund - Institutional Plan manages assets worth approximately , representing the total investor capital under management.

SBI Ultra Short to Short Term Fund - Institutional Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

SBI Ultra Short to Short Term Fund - Institutional Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, SBI Ultra Short to Short Term Fund - Institutional Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

SBI Ultra Short to Short Term Fund - Institutional Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing SBI Ultra Short to Short Term Fund - Institutional Plan and making investment decisions.

Yes, SBI Ultra Short to Short Term Fund - Institutional Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

SBI Ultra Short to Short Term Fund - Institutional Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of SBI Ultra Short to Short Term Fund - Institutional Plan to estimate returns and wealth creation over different time periods.