SA
Sudhir AgrawalLead
Since May 2025
AUM managed
₹23,502.22Cr
Tenure
Since May 2025
Funds
2
SBI Low Duration Institutional Gr
Low Duration FundSBI Mutual Fund
NAV
₹3,813.10
-0.03% today
AUM
₹11,621.92 Cr
Fund size
Expense
0.93%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank#16 of 19
Risk-o-meterLow to Moderate Risk
BenchmarkCrisil Low Duration Debt TR INR (100%)
Number of holdings37
Inception19 Jul 2007
Exit load0.0
Debt metrics
Modified duration0.88 yrs
Average maturity1.61 yrs
Yield to maturity7.18%
Average credit qualityAAA
Standard deviation0.64%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
About SBI Low Duration Institutional Gr
SBI Low Duration Institutional Gr is an open-ended Low Duration Fund mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹3,813.10 per unit and the scheme manages ₹11,621.92 Cr in assets under management. The fund charges an expense ratio of 0.93% and is benchmarked against Crisil Low Duration Debt TR INR (100%). Over the trailing 5 years, SBI Low Duration Institutional Gr has delivered +5.96% returns. SEBI's riskometer places this scheme in the Low to Moderate Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
SBI Low Duration Institutional Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.31% | +0.19% |
| 3 months | +1.28% | +1.07% |
| 6 months | +2.63% | +2.53% |
| 1 year | +5.24% | +5.19% |
| 3 years | +6.64% | +6.86% |
| 5 years | +5.96% | +6.18% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | +0.31% |
| 3 months | +1.93% | +0.97% |
| 6 months | +2.76% | +2.78% |
| 1 year | +5.51% | +5.18% |
| 3 years | +21.43% | +18.74% |
| 5 years | +33.23% | +30.43% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Low Duration Institutional Gr — frequently asked questions
What is the NAV of SBI Low Duration Institutional Gr?
The latest net asset value (NAV) of SBI Low Duration Institutional Gr is ₹3,813.10 per unit, -0.03% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Low Duration Institutional Gr delivered?
SBI Low Duration Institutional Gr has returned +5.96% over the trailing 5 years (1 year: +5.24%, 3 years: +6.64%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Low Duration Institutional Gr?
SBI Low Duration Institutional Gr charges an expense ratio of 0.93% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Low Duration Institutional Gr?
SEBI's riskometer classifies SBI Low Duration Institutional Gr as Low to Moderate Risk, which is typical for a Low Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Low Duration Institutional Gr?
You can start a SIP in SBI Low Duration Institutional Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages SBI Low Duration Institutional Gr?
SBI Low Duration Institutional Gr is managed by SBI Mutual Fund, holds ₹11,621.92 Cr in assets under management and invests across 37 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Low Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200K01MG8
- Scheme code
- FSUSA08GZ4