SBI Low Duration Fund - Regular Plan - Weekly Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Debt Scheme - Low Duration Fund)Low to Moderate Risk★★★★★ISIN INF200K01MR5

NAV · 06-Jul-2026

₹1442.4100

+1.19%

+2.88%

1Y (CAGR)

+5.61%

3Y (CAGR)

+6.81%

5Y (CAGR)

+5.93%

Since inception (CAGR)

+30.05%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

0.45%

Downside dev (3y)

0.30%

Max drawdown (3y)

-0.2%

Sharpe (3y)

0.69

SIP XIRR (3y)

+6.64%

SIP XIRR (5y)

+6.55%

Calendar-year returns

2020 +5.0%2021 +3.2%2022 +4.0%2023 +6.8%2024 +7.3%2025 +7.0%

Fund facts

Fund managerSudhir Agrawal

AUM₹1,31,671 Cr

Launch date19-Jul-2007

Plan typeOpen Ended · Debt

Min lumpsum10000

Lock-inNone

Volatility0.58

AMCSBI Funds Management Limited

Objective · 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.

scheme documents ↗