SBI Gilt Fund - Income Distribution Cum Capital Withdrawal Option (IDCW) - Pf (Fixed Period - 3 Yrs)
Expense Ratio: -
Risk: Moderate
Debt Scheme - Gilt Fund
Plan: Regular
Benchmark: Nifty All Duration G-Sec Index
Inception: 11-12-2000
Exit Load: Nil
Fund Size:₹10,871.86 Cr
Performance
1Y
Fund2.15%
Cat. Avg.0.88%
2Y
Fund3.81%
Cat. Avg.3.00%
3Y
Fund6.07%
Cat. Avg.5.49%
5Y
Fund5.72%
Cat. Avg.4.86%
10Y
Fund4.87%
Cat. Avg.5.98%
SI
Fund3.58%
Cat. Avg.7.36%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60844 | +1.4% | +2.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.0% | +3.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.92 L. | +6.5% | +4.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.44 L. | +14.6% | +5.5% |
| 10Y | 07 Nov, 16 | 6 L. | 7.96 L. | +32.6% | +5.6% |
| SI | 07 Apr, 06 | 12.35 L. | 20.23 L. | +63.8% | +4.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.02 L. | +2.1% | +2.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.08 L. | +7.8% | +3.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.19 L. | +19.3% | +6.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.32 L. | +32.2% | +5.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.61 L. | +60.8% | +4.9% |
| SI | 03 Apr, 06 | 1 L. | 2.06 L. | +106.0% | +3.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.