Sunday, December 4, 2011

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Retail Plan

Investment objective of SBI Short Horizon Debt Fund – Ultra Short Term Fund is to provide investors with an opportunity to generate regular income with high degree of liquidity through investments in a portfolio comprising predominantly of money market instruments with maturity / residual maturity up to one year and debt instruments which are rated not below investment grade by a credit rating agency.

Performance (as on November 23, 2011):

Fund has consistently beaten the benchmark across all time horizon.

Scheme Name
SBI Short Horizon Debt Fund
Ultra Short Term Fund - Retail Plan Crisil Liquid Fund Index

1 Week 8.76% 8.25%
2 Weeks 8.70% 8.26%
1 Month 8.76% 8.21%
2 Months 8.78% 8.13%
3 Months 8.80% 8.08%
6 Months 8.96% 8.03%
1 Year 8.82% 8.05%

No comments: