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SBI ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH is a debt scheme managed by SBI Mutual Fund. Three-year compounded annual return is 6.83%, placing it in the 55th percentile of Debt peers. It has ranked in the top half of its category for 8 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.56% on assets of ₹12,553Cr. The fund is currently managed by Mr. Sudhir Agrawal, appointed within the last year.
Lower is better.
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Tata Communications Ltd. | Communication Services | 4.39% |
| Adani Power Ltd. | Utilities | 2.37% |
| HDFC Bank Ltd. | Financial Services | 2.25% |
| Union Bank of India | Financial Services | 1.58% |
| Oberoi Realty Ltd. | Real Estate | 1.32% |
| Tata Motors Ltd. | Consumer Cyclical | 1.20% |
| Eris Lifesciences Ltd. | Healthcare | 1.20% |
| Indostar Capital Finance Ltd. | Financial Services | 1.18% |
| Shriram Finance Ltd. | Financial Services | 0.80% |
| Mankind Pharma Ltd. | Healthcare | 0.80% |
| Kotak Mahindra Bank Ltd. | Financial Services | 0.79% |
| Power Finance Corporation Ltd. | Financial Services | 0.78% |
| Bank of Baroda | Financial Services | 0.76% |
| Punjab National Bank | Financial Services | 0.76% |
| Muthoot Finance Ltd. | Financial Services | 0.40% |
| Sheela Foam Ltd. | Consumer Cyclical | 0.28% |
| Torrent Power Ltd. | Utilities | 0.25% |
| Astec Lifesciences Ltd. | Basic Materials | 0.20% |
| Canara Bank | Financial Services | 0.19% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 17.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
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