Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,955 Cr

Lock In Period

N/A

Expense Ratio

0.43

Benchmark

CRISIL IBX Gilt - April 2029 Index

Exit Load

0.15% if redeemed on or before 30 days from the date of allotment.Nil - after 30 days from the date of allotment.

Summary

Latest details for SBI CRISIL IBX Gilt Index - April 2029 Fund Growth include a 13.0064 NAV as of Apr 29,2026 and returns since inception of 23.32%. Minimum investments start at SIP ₹500. The SBI CRISIL IBX Gilt Index - April 2029 Fund Growth AUM is ₹1,955 Cr, with a lock-in of N/A years, expense ratio of 0.43%, and benchmark CRISIL IBX Gilt - April 2029 Index. Exit load is - 0.15% if redeemed on or before 30 days from the date of allotment.Nil - after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.50% returns, against a category average of 0.58% and a category best of 0.99%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.500.580.99
6M1.682.053.79
1Y4.995.028.00
3Y7.2420.1124.29

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-15
View allocation % by

1. 7.10% CGL 202993.90%
2. Net Receivable / Payable5.90%
3. TREPS0.20%

About Fund

SBI CRISIL IBX Gilt Index - April 2029 Fund Growth managed by SBI Mutual Fund,is a Debt - Medium Termscheme with Assets Under Management of ₹1,955 Crore. The fund benchmarks its performance against the CRISIL IBX Gilt - April 2029 Index while maintaining an expense ratio of 0.43. Under the expert guidance of Ranjana Gupta ,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

Ranjana Gupta

Ms. Ranjana is a Commerce graduate from Mumbai University. Prior to joining SBIFM, Ranjana was heading the broking activities at 21st Century Shares and Securities for 12 years. She started her career as a dealer in 1995 with OTCEI (Over the Counter Exchange of India).

Peer Comparison

Fund Name1Y3Y
This FundUTI CRISIL SDL Maturity June 2027 Index Fund Growth6.126123.2039
This FundSBI CRISIL IBX Gilt Index - April 2029 Fund Growth4.994923.3206
This FundEdelweiss Bharat Bond ETF - April 2033 Growth3.49223.7007
This FundEdelweiss Bharat Bond ETF - April 2032 Growth3.898223.7875

FAQs

SBI CRISIL IBX Gilt Index - April 2029 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 Gilt Index - April 2029 Fund Growth is 0.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI CRISIL IBX Gilt Index - April 2029 Fund Growth’s fund performance is as follows:
  • 1 Month : 0.50%
  • 6 Months : 1.68%
  • 1 Year : 4.99%
  • 3 Years : 7.24%
Returns of SBI CRISIL IBX Gilt Index - April 2029 Fund Growth are updated daily based on NAV of ₹ 13.0064 as on Apr 29,2026. Since inception, the return has been 23.32%.

You can invest in SBI CRISIL IBX Gilt Index - April 2029 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 Gilt Index - April 2029 Fund Growth is ₹1,955 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI CRISIL IBX Gilt Index - April 2029 Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500