Home› Funds› SBI CRISIL IBX Gilt Index - April 2029 Fund - Regu

SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Growth

SBI · Index Funds
High
₹13.19
Current NAV
25 Jun 2026
17.3%
1Y Return
12.3%
3Y CAGR
18.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.33%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
0.73
Beta
1.33
Alpha
0.94
Sortino
Fund Details
Fund House SBI
Category Index Funds
AUM ₹9380 Cr
Expense Ratio 2.33%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Index Funds
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option
Edelweiss
₹13.42 31.9%
Tata Nifty Financial Services Index Fund - Direct Plan - IDCW Payout
Tata
₹12.59 31.9%
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹14.59 31.9%
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
Mirae Asset
₹18.18 31.8%