SBI Short Term Fund
SBI Short Term Fund is a short term fund of SBI Funds Management Limited with ₹13,198 cr under management. It is ahead of its benchmark (CRISIL Short Duration Debt A-II Index) in 3 of 4 periods. Its direct plan charges 0.42% a year.
What is SBI Short Term Fund invested in?
91% in debt, 0% in shares and 9% in cash, as of None.
Has SBI Short Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Short Duration Debt A-II Index, in 3 of 4 periods in AMFI's figures; +4.50% over the last year against +4.78%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.15% | −3.60% | — |
| 3 months | +0.43% | −5.03% | — |
| 6 months | +2.19% | −1.83% | — |
| 1 year | +4.38% | −4.06% | +8.44 pts |
| 3 years | +7.18% | +9.27% | −2.09 pts |
| 5 years | +6.31% | +8.00% | −1.69 pts |
| 10 years | +6.95% | +12.69% | −5.74 pts |
| Since start from 2 Jan 2013 | +7.63% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +4.50% | +4.03% | +4.78% | −0.28 | 🔒 |
| 3y | +7.20% | +6.70% | +7.01% | +0.19 | 🔒 |
| 5y | +6.32% | +5.82% | +6.12% | +0.20 | 🔒 |
| 10y | +6.95% | +6.41% | +6.74% | +0.21 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹196 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does SBI Short Term Fund cost?
0.42% a year on the direct plan, 0.88% on the regular plan; 19 of 22 funds in its category charge less.
Who manages SBI Short Term Fund?
Questions people ask
What is the expense ratio of SBI Short Term Fund?
0.42% a year on the direct plan and 0.88% on the regular plan (expense report, Oct 2026).
How has SBI Short Term Fund done?
Its direct plan returned +7.20% a year over 3 years against +7.01% for its benchmark, CRISIL Short Duration Debt A-II Index, as of 13 Oct 2026.
See SBI Short Term Fund beside your own funds in Valarth
