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SBI CONSTANT MATURITY 10 Year GILT FUND - REGULAR PLAN - GROWTH

SBI · Gilt
Moderate
₹65.90
Current NAV
04 Nov 2026
2.1%
1Y Return
6.5%
3Y CAGR
5.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.77).
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
  • 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
1.77
Sharpe Ratio
0.77
Beta
3.77
Alpha
2.07
Sortino
Fund Details
Fund House SBI
Category Gilt
AUM ₹3820 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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