Submit

SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Category: Index Fund
Launch Date: 05-10-2022
Asset Class:
Benchmark: CRISIL IBX Gilt Index - June 2036
Expense Ratio: 0.5% As on ( 31-03-2025)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,508.1 Cr As on ( 31-03-2025)
Turn over:

NAV as on 02-05-2025

12.8382

0.02 ( 0.1348% )

CAGR Since Inception

10.36%

CRISIL IBX Gilt Index - June 2036 7.37%

Compare

PERFORMANCE of SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 02-05-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	12.83	-	-	-	10.36
Benchmark	-	-	-	-	-
Index Fund	5.78	13.1	21.14	11.93	7.69

Yearly Performance (%)

Nav Movement

Fund Managers

Ranjana Gupta, Tejas Soman

Investment Objective

The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

RETURNS CALCULATOR for SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Select Start Date

Select Rolling Return Time Period

Riskometer

Key Performance and Risk Statistics of SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	5.37				6.99	11.33
Index Fund	-	-	-	-	-	-

PEER COMPARISION of SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 02-05-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	05-10-2022	12.83	9.83	0.0	0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth	01-04-2024	18.75	0.0	0.0	0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth	26-04-2024	17.73	0.0	0.0	0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth	01-10-2021	14.97	25.12	18.58	0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth	05-04-2020	13.15	18.39	14.87	16.4
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option	14-08-2023	13.11	0.0	0.0	0.0
HDFC Nifty G-Sec Jun 2036 Index Fund - Growth Option	15-03-2023	13.04	10.02	0.0	0.0
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund-Regular Plan-Growth Option	14-12-2022	13.02	10.0	0.0	0.0
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - Growth	12-10-2022	13.02	9.93	0.0	0.0
ICICI Prudential Nifty Pharma Index Fund - Growth	14-12-2022	12.46	29.78	0.0	0.0

PORTFOLIO ANALYSIS of SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth

Asset Allocation (%)

ShriParni Artha LLP

Waste no more time

Learn More