SBI Ultra Short Term Debt SIP (Mutual Funds) Calculator

SBI Ultra Short Term Debt SIP (Mutual Funds) Calculator - We are all face with a typical problem where we have money which we don’t want to block in some investments but also don’t have immediate use. This money is typically held for some forthcoming expenditure or as a contingency fund or may be held for investment purpose which will be invested at right opportunity. This money needs to be deployed in such a way that it can earn decent returns with low volatility but with high liquidity. Funds between liquid fund and short term fund fits into this criterion.

Ultra short term fund endeavors to provide intermediate cash management solution. Ultra short term fund generally invests in securities with residual maturity less than one year but maintains average maturity between 3 to 9 months. Ideal investment horizon in ultra short term fund is between 1 week to 3 month.

SBI Ultra Short Term Debt Fund has higher proportion of investment in money market Instruments than debt securities. Average maturity doesn’t exceed 2 years and in normal market conditions it is expected to be maintained between 3 months and 9 months.

Category:	DEBT
AAUM:	Rs 9850.52 Cr as on 30 Apr 2017
Investment Options:	Dividend , Growth
Entry Load:	N.A.
Inception:	July 27, 2007
Benchmark:	Crisil Liquid Fund Index
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Investment Objective

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.

Investment Information
SIP	Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
	Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
	Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
Lumpsum	Rs 5000
SWP	Minimum Rs. 500 per month/ per quarter