SBI Crisil-Ibx 10 90 Glit + Sdl Index Dec 2029 Index Fund - Regular - IDCW Reinvetment

Q: How to check the XIRR of SBI CRISIL-IBX 10 90 GLIT + SDL INDEX DEC 2029 INDEX FUND - REGULAR - IDCW REINVETMENT?

You can track the exact XIRR and portfolio overlapping of SBI CRISIL-IBX 10 90 GLIT + SDL INDEX DEC 2029 INDEX FUND - REGULAR - IDCW REINVETMENT alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI CRISIL-IBX 10 90 GLIT + SDL INDEX DEC 2029 INDEX FUND - REGULAR - IDCW REINVETMENT?

Use the MutualSaathi Portfolio Analyzer to compare SBI CRISIL-IBX 10 90 GLIT + SDL INDEX DEC 2029 INDEX FUND - REGULAR - IDCW REINVETMENT with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

Expense Ratio: -

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 14-05-2026

Exit Load: Nil

Fund Size:₹47.58 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%

Fund2.01%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.26% State Government of Gujarat 2029	DEBT	SDL	Sovereign	6.92%	10.14	21.31%
2	6.77% State Government of Tamil Nadu 2029	DEBT	SDL	Sovereign	6.91%	9.99	21.00%
3	6.55% State Government of Tamil Nadu 2029	DEBT	SDL	Sovereign	6.91%	9.93	20.87%
4	7.14% State Government of Karnataka 2029	DEBT	SDL	Sovereign	6.92%	5.05	10.62%
5	6.75% State Government of Himachal Pradesh 2029	DEBT	SDL	Sovereign	6.99%	4.98	10.47%
6	6.79% CGL 2029	DEBT	G-Sec	Sovereign	6.40%	4.57	9.60%
7	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo		2.14	4.49%
8	Net Receivable / Payable	CASH	Others	Others		0.78	1.64%

Similar Funds

Nippon India ETF Gold Bees

Nippon India Mutual Fund

NAV / Fund Size

₹128.51₹39,975.87 Cr

Incep: 15-02-2007

Gold ETFHigh RiskOther

61.84%

45.03%

36.02%

24.85%

-27.55%

Fund Details

Nippon India ETF Gold Bees

NAV / Fund Size₹128.51₹39,975.87 Cr

Gold ETFHigh RiskOther

61.84%

45.03%

36.02%

24.85%

-27.55%

Sundaram Small Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.93

NAV / Fund Size

₹276.15₹3,402.62 Cr

Incep: 03-01-2005

Small Cap FundVery High RiskEquity

10.05%

9.28%

19.76%

17.93%

14.57%

Fund Details

Sundaram Small Cap Fund Regular Plan - Growth

NAV / Fund Size₹276.15₹3,402.62 Cr

Small Cap FundVery High RiskEquity

10.05%

9.28%

19.76%

17.93%

14.57%

SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth

SBI Mutual Fund

Expense Ratio: 1.93

NAV / Fund Size

₹230.79₹5,728.51 Cr

Incep: 29-10-1993

Sectoral/ ThematicVery High RiskEquity

-2.58%

2.81%

10.44%

10.10%

11.52%

Fund Details

SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth

NAV / Fund Size₹230.79₹5,728.51 Cr

Sectoral/ ThematicVery High RiskEquity

-2.58%

2.81%

10.44%

10.10%

11.52%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Jun, 26	25000	25019	+0.1%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	02 Jun, 26	1 L.	1.02 L.	+2.0%	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.