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SBI GILT FUND - DIRECT PLAN - GROWTH

SBI · Gilt
Moderate
₹73.31
Current NAV
04 Nov 2026
4.1%
1Y Return
6.7%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.62%.
  • Very large asset base (AUM: ₹12,570 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Gilt mandate.
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
1.02
Sharpe Ratio
0.92
Beta
-0.48
Alpha
1.35
Sortino
Fund Details
Fund House SBI
Category Gilt
AUM ₹12570 Cr
Expense Ratio 0.62%
Min SIP ₹500
Min Lumpsum ₹1000
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