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

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹338 Cr

Lock In Period

N/A

Expense Ratio

0.33

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.59-0.56259.36
6M0.003.08280.40
1Y0.004.79309.28
3Y0.0014.3946.82

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-08-15
View allocation % by

1. Punjab National Bank8.59%
2. Union Bank of India7.12%
3. National Bank for Agriculture and Rural Development5.70%
4. Canara Bank2.85%
5. Bank of Baroda1.43%

1. Mahindra Rural Housing Finance Ltd.7.44%
2. Aditya Birla Housing Finance Ltd.7.43%
3. Aditya Birla Capital Ltd.7.13%

1. Small Industries Development Bank of India12.87%
2. HDFC Bank Ltd.2.85%

1. Mahindra & Mahindra Financial Services Ltd.7.14%
2. Bajaj Finance Ltd.7.11%

1. Bajaj Housing Finance Ltd.7.39%
2. LIC Housing Finance Ltd.5.90%

1. TREPS5.32%
2. Net Receivable / Payable0.76%

1. REC Ltd.2.97%
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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 ₹338 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 9-12 Months Debt Index while maintaining an expense ratio of 0.33. 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 NameRatingsAUMExpense Ratio
Franklin India Ultra Short to Short Term Fund - Segregated Portfolio 1 - DP Growth00 CR0.04
Franklin India Ultra Short to Short Term Fund - Segregated Portfolio 1 Growth00 CR0.04
SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth0338 CR0.33
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundFranklin India Ultra Short to Short Term Fund - Segregated Portfolio 1 - DP Growth00
This FundFranklin India Ultra Short to Short Term Fund - Segregated Portfolio 1 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 0.33. 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 : 0.59%
  • 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 ₹ 10.2638 as on Sep 10,2026. 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 ₹338 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.