SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

555 Cr

Lock In Period

N/A

Expense Ratio

0.25

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 3 to 6 Months DebtIndex

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.700.472.89
6M0.002.164.06
1Y0.004.477.51
3Y0.0012.4526.01

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-06-15
View allocation % by

1. Small Industries Development Bank of India10.91%
2. HDFC Bank Ltd.6.76%
3. Axis Bank Ltd.6.75%

1. Indian Railway Finance Corporation Ltd.8.37%
2. Power Finance Corporation Ltd.8.36%
3. REC Ltd.6.97%

1. Indian Bank6.74%
2. Bank of Baroda6.74%
3. Punjab National Bank4.11%
4. National Bank for Agriculture and Rural Development2.79%

1. TATA Capital Ltd.6.98%
2. HDB Financial Services Ltd.5.57%
3. Kotak Mahindra Prime Ltd.2.79%

1. Bajaj Finance Ltd.8.16%

1. LIC Housing Finance Ltd.6.93%

1. TREPS16.09%
2. Net Receivable / Payable-15.02%

About Fund SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth managed by SBI Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹555 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.25. Under the expert guidance of Rajeev Radhakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rajeev Radhakrishnan

Mr. Rajeev has done his B.E (Production), MMS (Finance) and Cleared Level 2 of the CFA exam conducted by CFA Institute, USA. Total experience of 9 years in funds management. Around 5 yrs in Fixed Income funds management and dealing. Previously he was associated UTI Asset Management Company Ltd. as Co - Fund Manager.

Peer Comparison

Fund Name1Y3Y
This FundKotak Nifty G-Sec July 2033 Index Fund Growth4.74830
This FundAxis CRISIL-IBX AAA Bond NBFC HFC Jun 2027 Index Fund Growth6.11070
This FundSBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth00
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth4.574825.0921
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth4.785225.3348

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth FAQs

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is 0.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.70%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth are updated daily based on NAV of ₹ 10.1490 as on Jul 14,2026. Since inception, the return has been 0.00%.

You can invest in SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is ₹555 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.