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  • SBI CRISIL IBX Gilt Index April 2029 Fund (Growth)
SBI Mutual Fund

SBI CRISIL IBX Gilt Index April 2029 Fund (Growth)

DebtTarget Maturity

11.1939

NAV (Apr 24)

7.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Internal View on Credit Quality

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.1939

NAV (Apr 24)

Fund Returns

Last 1Y
6.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.4%
6 Month CAGR
4.5%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved

Expense Ratio
0.45
Launched (2y ago)
Sep 26, 2022
AUM in Crores
2225.990
ISIN
INF200KA15Q2
Lock-in
No Lock-in
Benchmark
CRISIL IBX Gilt - April 2029
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.21
Fund Managers

Tejas Soman

Fund Manager

Ranjana Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI CRISIL IBX Gilt Index April 2029 Fund (Growth)70%8,56,981 1,24,3696.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-24

Top Debt Holdings

7.1% govt stock 2029

96.1%
96.1%

net receivable / payable

3.4%
3.4%

treps

0.6%
0.6%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22.7%

17.9%

16.8%

12.2%

26.7%

16.5%

28.6%

13.4%

SBI CRISIL IBX Gilt Index April 2029 Fund (G) Review

SBI CRISIL IBX Gilt Index April 2029 Fund (G) is a Target Maturity Debt fund and has delivered an annualised return of 7.4% over a period of 1 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ranjana Gupta, Tejas Soman.

Nav of SBI CRISIL IBX Gilt Index April 2029 Fund (G) as of 4/24/2024 is ₹11.19 with the total AUM as of 4/24/2024 is ₹2225.99. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI CRISIL IBX Gilt Index April 2029 Fund (G) was launched on Sep 26, 2022. The category risk of the fund is Moderately High risk.

The minimum SIP amount for SBI CRISIL IBX Gilt Index April 2029 Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI CRISIL IBX Gilt Index April 2029 Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX Gilt - April 2029.

SBI CRISIL IBX Gilt Index April 2029 Fund (G) is rated as a 0 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI CRISIL IBX Gilt Index April 2029 Fund (G).

Frequently Asked Questions

What is SBI CRISIL IBX Gilt Index April 2029 Fund (G)?

SBI CRISIL IBX Gilt Index April 2029 Fund (G) is a Target Maturity Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in SBI CRISIL IBX Gilt Index April 2029 Fund (G)?

You can invest in SBI CRISIL IBX Gilt Index April 2029 Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI CRISIL IBX Gilt Index April 2029 Fund (G)?

The minimum sip amount for SBI CRISIL IBX Gilt Index April 2029 Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI CRISIL IBX Gilt Index April 2029 Fund (G) good to invest in?

As per Scripbox experts, SBI CRISIL IBX Gilt Index April 2029 Fund (G) is a Not Reviewed Yet fund. You can investSBI CRISIL IBX Gilt Index April 2029 Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI CRISIL IBX Gilt Index April 2029 Fund (G)?

The expense ratio of the SBI CRISIL IBX Gilt Index April 2029 Fund (G) is 0.45% for regular plan.