SBI Crisil Ibx Gilt Index - April 2029 Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)

Q: How to check the XIRR of SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

You can track the exact XIRR and portfolio overlapping of SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

Use the MutualSaathi Portfolio Analyzer to compare SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

Expense Ratio: 0.44

Risk: Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX Gilt Index - April 2029

Inception: 26-09-2022

Exit Load: Nil

Fund Size:₹2,040.64 Cr

Performance

Fund4.86%

Cat. Avg.2.61%

Fund7.33%

Cat. Avg.3.39%

Fund7.38%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.82%

Cat. Avg.7.02%

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	7.10% CGL 2029	DEBT	G-Sec	Sovereign	6.21%	1866.25	97.13%
2	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo		29.70	1.55%
3	Net Receivable / Payable	CASH	Others	Others		25.52	1.33%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61538	+2.6%	+5.3%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.3%	+6.3%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+10.9%	+7.1%
SI	07 Nov, 22	2.25 L.	2.57 L.	+14.3%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+4.9%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+15.2%	+7.4%
3Y	20 Jul, 23	1 L.	1.24 L.	+23.8%	+7.4%
SI	10 Oct, 22	1 L.	1.33 L.	+32.9%	+7.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.