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Scheme Information
SBI Low Duration Instl Gr
as of 01 May 2026, 15:18 PM
Scheme Asset Size₹16391.06 Cr
Expense Ratio0.95%
Cash Holding32.61273%
Fund TypeOpen-End
PlanDividend
BenchmarkCrisil Low Duration Debt TR INR
Launch Date2007-07-19
Exit LoadExit load of 0.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Low To Moderate Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 0.12%
In the last 3 months 1.00%
In the last 6 months 2.33%
In the last 1 Years 6.32%
In the last 3 Years 0.22%
In the last 5 Years 0.32%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | - | B | 9.51% |
| National Bank for Agriculture and Rural Development | - | BD | 7.29% |
| 7.03% Chhattisgarh Sdl 2026 | - | BT | 5.79% |
| Tbill | - | BT | 3.86% |
| RADHAKRISHNA SECURITISATION TRUST | - | BY | 3.53% |
| Bharti Telecom Ltd. | - | B | 3.39% |
| TRent Limited | - | B | 3.37% |
| Power Finance Corp Ltd. | - | B | 3.37% |
| Kotak Mahindra Bank Ltd. | - | B | 3.17% |
| Rec Limited | - | B | 2.38% |
| Bajaj Housing Finance Limited | - | B | 2.17% |
| TATA Motors Limited | - | B | 1.70% |
| Citicorp Finance (India) Limited | - | B | 1.70% |
| Bajaj Finance Limited | - | B | 1.69% |
| Mankind Pharma Limited | - | B | 1.66% |
| Cube Highways TRust | - | B | 1.61% |
| Tbill | - | BT | 1.34% |
| Muthoot Finance Limited | - | B | 1.19% |
| 8.72% Tamilnadu SDL 2026 | - | BT | 1.10% |
| Goi Floating Rate Bond 2033 | - | BT | 1.06% |
| TATA Projects Limited | - | B | 1.06% |
| Power Finance Corporation Limited | - | B | 1.02% |
| Aditya Birla Housing Finance Limited | - | B | 1.02% |
| Bharti Telecom Limited | - | B | 1.01% |
| Bharti Telecom Limited | - | B | 1.01% |
| India (Republic of) | - | GS | 0.97% |
| Tata Housing Development Company Limited | - | B | 0.84% |
| Rec Limited | - | B | 0.68% |
| LIC Housing Finance Ltd | - | B | 0.68% |
| TATA Chemicals Limited | - | B | 0.68% |
| REC Ltd. | - | B | 0.67% |
| Rec Limited | - | B | 0.67% |
| Interise TRust | - | B | 0.63% |
| INDIA UNIVERSAL TRUST AL2 | - | BY | 0.57% |
| INDIA UNIVERSAL TRUST AL1 | - | BY | 0.53% |
| National Bank For Agriculture And Rural Development | - | B | 0.51% |
| Mahindra And Mahindra Financial Services Limited | - | B | 0.51% |
| 7.19% Uttarpradesh Sdl 2026 | - | BT | 0.49% |
| Summit Digitel Infrastructure Limited | - | B | 0.41% |
| Bharti Telecom Limited | - | B | 0.38% |
| Mankind Pharma Limited | - | B | 0.34% |
| Rec Limited | - | B | 0.34% |
| Corporate Debt Market Development Fund-A2 | - | EX | 0.31% |
| 7.38% Gs 2027 | - | BT | 0.24% |
| 7.18% Haryana Sdl 2026 | - | BT | 0.24% |
| INDIA UNIVERSAL TRUST AL1 | - | BY | 0.20% |
| Kotak Mahindra Prime Limited | - | B | 0.17% |
| National Housing Bank | - | B | 0.17% |
| Punjab National Bank | - | BD | 0.17% |
| Rec Limited | - | B | 0.07% |
| National Bank For Agriculture And Rural Development | - | B | 0.01354% |
| Treps | - | CR | 9.13% |
| Small Industries Development Bank Of India | - | CD | 4.44% |
| Indian Bank | - | CP | 3.19% |
| Canara Bank | - | CD | 1.91% |
| Union Bank Of India | - | CD | 1.33% |
| Hdb Financial Services Limited | - | CP | 1.12% |
| Net Receivable / Payable | - | CA | 0.76% |
| JM Financial Services Limited | - | CP | 0.49% |
| Canara Bank** | - | CD | 0.17% |
| Small Industries Development Bank of India | - | B | - |
| India (Republic of) | - | GS | - |
| Bank of Baroda | - | B | - |
| Small Industries Dev Bank Of India | - | CD | - |
| Indigrid Infrastructure Trust | - | B | - |
| Canara Bank | - | BD | - |
| Igh Holdings Private Limited | - | CP | - |
| The Jammu And Kashmir Bank Limited | - | B | - |
| Bank Of Baroda | - | CD | - |
| National Bank For Agriculture And Rural Development | - | B | - |
| Small Industries Development Bank Of India | - | B | - |
| Union Bank of India | - | BD | - |
| India (Republic of) | - | GS | - |
| Axis Bank Limited | - | CD | - |
| Jsw Energy L(Formerly Jindal Thermal Power C L Ear Jindal Tractebel Power C | - | CP | - |
| Kotak Mahindra Bank Ltd. | - | B | - |
| Power Finance Corporation Limited | - | B | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Debt
67.08%
Cash
32.61%
Others
0.31%
Fund House Contact Details
Websitewww.sbimf.com
Phone022 - 61793000
SBI Funds Management Ltd
Asset Management Company
Funds in this Category
About SBI Low Duration Instl Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+5.72%
Fund Manager
Sudhir Agrawal
Risk Profile
Low To Moderate Risk
Expense Ratio
0.95%
Fund Size
₹16391.06 Cr
FAQ's
What has been the returns generated by SBI Low Duration Instl Gr over different time periods?
The SBI Low Duration Instl Gr has given returns
1-Year
6.32
3-Year
6.82
5-Year
5.72
What is the expense ratio of SBI Low Duration Instl Gr?
The expense ratio of SBI Low Duration Instl Gr is 0.95%.
What is the AUM (Assets Under Management) of SBI Low Duration Instl Gr?
The AUM, short for Assets Under Management of SBI Low Duration Instl Gr is ₹16391.06 Cr as of 14 Feb 7164.
What are the top stock holdings of SBI Low Duration Instl Gr?
The SBI Low Duration Instl Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd. | 9.51% |
| National Bank for Agriculture and Rural Development | 7.29% |
| 7.03% Chhattisgarh Sdl 2026 | 5.79% |
| Tbill | 3.86% |
| RADHAKRISHNA SECURITISATION TRUST | 3.53% |
| Bharti Telecom Ltd. | 3.39% |
| TRent Limited | 3.37% |
| Power Finance Corp Ltd. | 3.37% |
| Kotak Mahindra Bank Ltd. | 3.17% |
| Rec Limited | 2.38% |
| Bajaj Housing Finance Limited | 2.17% |
| TATA Motors Limited | 1.70% |
| Citicorp Finance (India) Limited | 1.70% |
| Bajaj Finance Limited | 1.69% |
| Mankind Pharma Limited | 1.66% |
| Cube Highways TRust | 1.61% |
| Tbill | 1.34% |
| Muthoot Finance Limited | 1.19% |
| 8.72% Tamilnadu SDL 2026 | 1.10% |
| Goi Floating Rate Bond 2033 | 1.06% |
| TATA Projects Limited | 1.06% |
| Power Finance Corporation Limited | 1.02% |
| Aditya Birla Housing Finance Limited | 1.02% |
| Bharti Telecom Limited | 1.01% |
| Bharti Telecom Limited | 1.01% |
| India (Republic of) | 0.97% |
| Tata Housing Development Company Limited | 0.84% |
| Rec Limited | 0.68% |
| LIC Housing Finance Ltd | 0.68% |
| TATA Chemicals Limited | 0.68% |
| REC Ltd. | 0.67% |
| Rec Limited | 0.67% |
| Interise TRust | 0.63% |
| INDIA UNIVERSAL TRUST AL2 | 0.57% |
| INDIA UNIVERSAL TRUST AL1 | 0.53% |
| National Bank For Agriculture And Rural Development | 0.51% |
| Mahindra And Mahindra Financial Services Limited | 0.51% |
| 7.19% Uttarpradesh Sdl 2026 | 0.49% |
| Summit Digitel Infrastructure Limited | 0.41% |
| Bharti Telecom Limited | 0.38% |
| Mankind Pharma Limited | 0.34% |
| Rec Limited | 0.34% |
| Corporate Debt Market Development Fund-A2 | 0.31% |
| 7.38% Gs 2027 | 0.24% |
| 7.18% Haryana Sdl 2026 | 0.24% |
| INDIA UNIVERSAL TRUST AL1 | 0.20% |
| Kotak Mahindra Prime Limited | 0.17% |
| National Housing Bank | 0.17% |
| Punjab National Bank | 0.17% |
| Rec Limited | 0.07% |
| National Bank For Agriculture And Rural Development | 0.01% |
| Treps | 9.13% |
| Small Industries Development Bank Of India | 4.44% |
| Indian Bank | 3.19% |
| Canara Bank | 1.91% |
| Union Bank Of India | 1.33% |
| Hdb Financial Services Limited | 1.12% |
| Net Receivable / Payable | 0.76% |
| JM Financial Services Limited | 0.49% |
| Canara Bank** | 0.17% |
| Small Industries Development Bank of India | - |
| India (Republic of) | - |
| Bank of Baroda | - |
| Small Industries Dev Bank Of India | - |
| Indigrid Infrastructure Trust | - |
| Canara Bank | - |
| Igh Holdings Private Limited | - |
| The Jammu And Kashmir Bank Limited | - |
| Bank Of Baroda | - |
| National Bank For Agriculture And Rural Development | - |
| Small Industries Development Bank Of India | - |
| Union Bank of India | - |
| India (Republic of) | - |
| Axis Bank Limited | - |
| Jsw Energy L(Formerly Jindal Thermal Power C L Ear Jindal Tractebel Power C | - |
| Kotak Mahindra Bank Ltd. | - |
| Power Finance Corporation Limited | - |
What is the risk level of SBI Low Duration Instl Gr?
This is a Low Duration fund comes with Low To Moderate Risk.
Who are the fund managers of SBI Low Duration Instl Gr?
SBI Low Duration Instl Gr fund managers are Sudhir Agrawal.
Is there a minimum SIP amount to invest in SBI Low Duration Instl Gr?
The minimum SIP amount to start investment in SBI Low Duration Instl Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in SBI Low Duration Instl Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in SBI Low Duration Instl Gr on the basis of your investment objective and risk tolerance.
How to invest in SBI Low Duration Instl Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in SBI Low Duration Instl Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of SBI Low Duration Instl Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of SBI Low Duration Instl Gr?
The exit load of SBI Low Duration Instl Gr is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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