SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹392 Cr

Lock In Period

N/A

Expense Ratio

0.29

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 9-12 Months Debt Index

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.36-1.10259.36
6M0.003.88280.40
1Y0.003.89309.28
3Y0.0013.6646.82

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-09-15
View allocation % by

1. TATA Capital Ltd.12.01%
2. Mahindra Rural Housing Finance Ltd.6.41%
3. Aditya Birla Housing Finance Ltd.6.41%
4. Kotak Mahindra Prime Ltd.2.68%

1. Bajaj Housing Finance Ltd.12.81%
2. LIC Housing Finance Ltd.6.53%
3. Tata Capital Housing Finance Ltd.6.52%

1. L&T Finance Ltd.12.01%
2. Bajaj Finance Ltd.9.53%
3. Sundaram Finance Ltd.0.13%

1. REC Ltd.8.95%

1. Canara Bank6.04%
2. Indian Bank1.20%

1. Small Industries Development Bank of India5.96%

1. TREPS2.59%
2. Net Receivable / Payable0.22%
No Data Found
No Data Found

About Fund SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth managed by SBI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹392 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 9-12 Months Debt Index while maintaining an expense ratio of 0.29. 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 FundFranklin India Ultra Short to Short Term Fund - Segregated Portfolio 1 - DP Growth00
This FundSBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth00
This FundFranklin India Low DurationFund Growth37.141246.82

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth FAQs

SBI CRISIL-IBX Financial Services 9-12 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 9-12 Months Debt Index Fund Growth is 0.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.36%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth are updated daily based on NAV of ₹ 10.2785 as on Oct 01,2026. Since inception, the return has been 0.00%.

You can invest in SBI CRISIL-IBX Financial Services 9-12 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 9-12 Months Debt Index Fund Growth is ₹392 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI CRISIL-IBX Financial Services 9-12 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.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC