SBSBI MFIDCW

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Retail Plan - Daily Dividend(FV10)

debtDebt - Ultra Short to Short Term FundBenchmark: CRISIL Liquid Debt Index
NAV · 12 Jan 2012₹10.01
AUM₹11.6k Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP₹500
Launched2007

Investment Objective

To provide investors with an opportunity to generate regular income with high degree of liquidity through investments in a portfolio comprising predominantly of money market instruments with maturity/residual maturity up to one year and debt instruments which are rated not below investment grade by a credit rating agency.

Fund Mandate

Debt65%–100%
MMI65%–100%
Others0%–35%
Fund Managers
RR
Rajeev Radhakrishnan
Fund Manager
Key Information
₹500
₹10,000
Inception26 Jul 2007
AMCSBI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns

No return data available for this fund.

Risk Metrics

Risk metrics are not available for this fund.

Fees
₹500
₹10,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme