SBI Crisil - Ibx Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth

Q: How to check the XIRR of SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

Expense Ratio: 0.22

Risk: Low

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL-IBX Financial Services 3-6 Months Debt Index

Inception: 15-04-2026

Exit Load: Nil

Fund Size:₹218.26 Cr

Performance

FundN/A

Cat. Avg.-1.42%

FundN/A

Cat. Avg.-0.02%

FundN/A

Cat. Avg.8.81%

FundN/A

Cat. Avg.7.22%

10Y

FundN/A

Cat. Avg.10.92%

Fund3.14%

Cat. Avg.5.09%

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.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	LIC Housing Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.14%	74.95	13.50%
2	Small Industries Development Bank of India	DEBT	CD	CRISIL A1	6.82%	72.98	13.15%
3	Bharti Telecom Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.56%	50.21	9.05%
4	HDB Financial Services Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.44%	50.14	9.03%
5	Indian Railway Finance Corporation Ltd.	DEBT	Bond/NCD	CRISIL AAA	6.97%	30.07	5.42%
6	Bajaj Finance Ltd.	DEBT	CP	CRISIL A1	7.15%	29.39	5.29%
7	Kotak Mahindra Prime Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.22%	25.08	4.52%
8	TATA Capital Ltd.	DEBT	Bond/NCD	[ICRA]AAA	7.34%	25.06	4.51%
9	REC Ltd.	DEBT	Bond/NCD	CRISIL AAA	6.55%	25.05	4.51%
10	HDFC Bank Ltd.	DEBT	CD	CRISIL A1	6.75%	24.36	4.39%

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Fund Details

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NAV / Fund Size

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Incep: 11-05-2015

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	30000	30444	+1.5%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	27 Apr, 26	1 L.	1.03 L.	+3.1%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP 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.