SBI Gilt Fund - PF - Fixed Period-3 Year Growth Return

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

SBI Gilt Fund - PF - Fixed Period-3 Year Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹25000

AUM (Fund size)

₹8,306 Cr

Lock In Period

N/A

Expense Ratio

0.95

Exit Load

Nil

Benchmark

I-Sec Li-BEX

SBI Gilt Fund - PF - Fixed Period-3 Year Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.360.461.33
6M2.942.626.15
1Y4.175.6810.64
3Y6.5215.3126.34

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
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About Fund SBI Gilt Fund - PF - Fixed Period-3 Year Growth

SBI Gilt Fund - PF - Fixed Period-3 Year Growth managed by SBI Mutual Fund,is a Gilt Fund - Short Term Planscheme with Assets Under Management of ₹8,306 Crore. The fund benchmarks its performance against the I-Sec Li-BEX while maintaining an expense ratio of 0.95. Under the expert guidance of Sudhir Agrawal ,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

Sudhir Agrawal

Mr. Sudhir is a M.Com, PGDBA (Finance) and a CFA. Prior to joining UTI (July '09), he has worked with TATA Asset Management Ltd. (Nov '07-June '09), Tramp Value Pvt. Ltd. (Jan '06-Oct '07) and CARE Ratings (May '05-Dec '05) across various profiles like fund management, research and financial modelling.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Gilt Fund Growth31,551 CR1.24
Franklin India Government Securities Fund Growth0148 CR1.22
SBI Gilt Fund - PF - Fixed Period-3 Year Growth08,306 CR0.95
Bandhan Gilt Fund Growth21,883 CR1.19
Bandhan Gilt Fund with 10 year Constant Duration Fund Growth0293 CR0.48
Fund Name1Y3Y
This FundNippon India Gilt Fund Growth4.303219.8241
This FundFranklin India Government Securities Fund Growth5.864919.9606
This FundSBI Gilt Fund - PF - Fixed Period-3 Year Growth4.165220.8596
This FundBandhan Gilt Fund Growth8.294325.4891
This FundBandhan Gilt Fund with 10 year Constant Duration Fund Growth6.006826.3367

SBI Gilt Fund - PF - Fixed Period-3 Year Growth FAQs

SBI Gilt Fund - PF - Fixed Period-3 Year 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 Gilt Fund - PF - Fixed Period-3 Year Growth is 0.95. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Gilt Fund - PF - Fixed Period-3 Year Growth’s fund performance is as follows:
  • 1 Month : 0.36%
  • 6 Months : 2.94%
  • 1 Year : 4.17%
  • 3 Years : 6.52%
Returns of SBI Gilt Fund - PF - Fixed Period-3 Year Growth are updated daily based on NAV of ₹ 41.1520 as on Aug 18,2026. Since inception, the return has been 20.86%.

You can invest in SBI Gilt Fund - PF - Fixed Period-3 Year 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 Gilt Fund - PF - Fixed Period-3 Year Growth is ₹8,306 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Gilt Fund - PF - Fixed Period-3 Year Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.