SBI Ultra Short to Short Term Fund - Regular Plan - Monthly IDCW

SBI Ultra Short to Short Term Fund - Regular Plan - Monthly IDCW is a scheme launched by SBI Mutual Fund on July 27, 2007, and falls under the Low Duration fund category. It currently manages an AUM of Rs 13,101.53 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.94% for managing the portfolio.

• Investing Strategy:

  To provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.

• Performance:

  SBI Ultra Short to Short Term Fund - Regular Plan - Monthly IDCW trailing returns over different times are 5.53% (1 year), 6.68% (3 year) and 5.91% (5 year). The average annual return of this fund stands at 3.59%.