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SBI CONSTANT MATURITY 10 YEAR GILT FUND - DIRECT PLAN - GROWTH

SBI · Gilt
Moderate
₹68.82
Current NAV
04 Nov 2026
2.4%
1Y Return
6.8%
3Y CAGR
5.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.39%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.39).
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.39
Sharpe Ratio
0.99
Beta
2.39
Alpha
1.93
Sortino
Fund Details
Fund House SBI
Category Gilt
AUM ₹2440 Cr
Expense Ratio 0.39%
Min SIP ₹500
Min Lumpsum ₹1000
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