Aeterna Wealth
Ultra Short to Short Term · Regular plan · Growth

SBI Ultra Short to Short Term Fund (Regular)

SBI Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 19.3 years old · AMFI code 106212

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 14 of 20 in Ultra Short to Short Term

B (middle of the peer group), score 41.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.8%2.8%-0.0%11 / 24
1 year5.2%5.4%-0.2%18 / 23
3 years (a year)6.6%6.7%-0.1%15 / 20
5 years (a year)6.0%6.0%-0.1%14 / 17

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y0.7%
Max fall, 5Y-0.4%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of SBI Ultra Short to Short Term Fund (Regular plan)?

₹3,759.23 on 6 Nov 2026 (Growth option).

What is the expense ratio of SBI Ultra Short to Short Term Fund (Regular)?

0.91% a year; the Direct plan's is 0.44%.

What return has SBI Ultra Short to Short Term Fund given over 3 years?

6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.

How is SBI Ultra Short to Short Term Fund rated?

B: 14 of 20 Regular plans in Ultra Short to Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from SBI Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.