InvestVerdict
SBI SHORT TERM FUND
Regular Plan · IDCW · Mutual fund · Scheme code 106232
Fund houseSBI Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW
History18.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.04 | 2.01 | 2.22 | 5.03 | 6.87 | 5.90 | 5.60 | 3.88 | 2.38 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.6% | 0.23 | 0.29 | — | — | -6.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 847 | -4.6% | 1.4% | 9.7% | 18% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.