SBI Short Term Debt Fund Direct Growth

Scheme code: INF200K01VE4 NAV value: ₹ 33.6069 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.239.337.927.4
3 year4.527.385.826.48
5 year6.369.137.377.09
7 year6.599.387.747.8
10 year7.398.047.708.13
12 year7.727.917.8110.93

Rolling return for 1 year

- Average return: 7.92% - Median return: 7.87% - Average standard deviation: 0.49

Rolling return for 3 year

- Average return: 5.82% - Median return: 5.81% - Average standard deviation: 0.18

Rolling return for 5 year

- Average return: 7.37% - Median return: 7.1% - Average standard deviation: 0.11

Rolling return for 7 year

- Average return: 7.74% - Median return: 7.42% - Average standard deviation: 0.08

Rolling return for 10 year

- Average return: 7.7% - Median return: 7.71% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 7.81% - Median return: 7.81% - Average standard deviation: 0.05

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,44,42944,4293.71
3 year36,00,00039,13,7503,13,7502.83
5 year60,00,00071,22,81411,22,8143.49
7 year84,00,0001,08,55,50924,55,5093.73
10 year1,20,00,0001,71,70,11351,70,1133.65
12 year1,44,00,0002,26,26,25482,26,2543.84

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,429 - Absolute Returns: ₹44,429 - CAGR: 3.71%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,13,750 - Absolute Returns: ₹3,13,750 - CAGR: 2.83%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,22,814 - Absolute Returns: ₹11,22,814 - CAGR: 3.49%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,55,509 - Absolute Returns: ₹24,55,509 - CAGR: 3.73%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,71,70,113 - Absolute Returns: ₹51,70,113 - CAGR: 3.65%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,26,26,254 - Absolute Returns: ₹82,26,254 - CAGR: 3.84%