SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW
Debt, Target Maturity, Principal at low to moderate risk
1 Year Return 4.08% at 08 Jun 2026 01:33 PM
SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW: Mutual Fund Overview
SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW is an Target Maturity mutual fund with over 3.68 years of performance history. The scheme manages an AUM of ₹1896.73 Cr and has a NAV of ₹13.092. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.08%.
Fund Details
NAV 13.092
Sub-Type Target Maturity
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 3.68
Fund Size(in Crores) 1896.73
Fund Performance
1 Month 0.59%
3 Month 0.51%
6 Month 1.57%
1 Year 4.08%
3 Year 7.09%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.95%) Market Cap Large Cap 39.82 Mid Cap 13.7 Small Cap 44.44 Top Sectors Financial 26.82 Energy 20.99 Services 14.56 Capital Goods 11.91 Insurance 7.07 Healthcare 7.07 Construction 4.38 Communication 3.64 Materials 1.52 Top Holding Adani Enterprises 9.32 Adani Green Energy 9.02 Adani Power 8.46 Aditya Birla Lifestyle Brands 1.05 Aurobindo Pharma 5.54 Bharat Heavy Electricals 2.9 BlackBuck 1.38 Capacit'e Infraprojects 1 Capri Global 0.48 Digitide Solutions 0.82 Gujarat Themis 0.53 HDFC Life Insurance 3.41 HFCL 3.64 ICICI Bank 5.18 Kovai Medical Center & Hospital 1 LIC Housing Fin. 6.13 Life Insurance 3.66 Manappuram Finance 2.46 Mangalam Cement 1.52 Man Infraconstruction 1.2 NBCC (India) 0.58 NCC 1.6 Piramal Finance 9.74 Power Fin. Corp. 2.83 Reliance Industries 9.41 Sun TV Network 1.99 Tata Power Company 3.12
Debt & Others (2.04%) Sector Allocation Net Payables -20.82 Repo 16.98 Treasury Bills 5.88 Debt Credit Ratings Debt Category Reserve Bank of India 5.88 Others -3.84
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 9.24% Ret 1Y 33.21% Ret 3Y 22.46% Ret 5Y 12.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 9.24% Ret 1Y 33.21% Ret 3Y 22.46% Ret 5Y 12.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 9.24% Ret 1Y 33.21% Ret 3Y 22.46% Ret 5Y 12.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M 6.72% Ret 1Y 31.9% Ret 3Y 22.89% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M 6.72% Ret 1Y 31.9% Ret 3Y 22.89% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M 6.72% Ret 1Y 31.9% Ret 3Y 22.89% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M -0.19% Ret 1Y 27.97% Ret 3Y 19.06% Ret 5Y 11.58%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M -0.19% Ret 1Y 27.97% Ret 3Y 19.06% Ret 5Y 11.58%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M -0.19% Ret 1Y 27.97% Ret 3Y 19.06% Ret 5Y 11.58%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 5.41% Ret 1Y 49.18% Ret 3Y 31.8% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 5.41% Ret 1Y 49.18% Ret 3Y 31.8% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.44%
Exit Load 0.15%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ranjana Gupta
Education She is a Commerce graduate from Mumbai University
Experience Prior to joining SBI Mutaul Fund, She was heading the broking activities at Twentyfirst Century Shares and Securities Ltd from May 1995 to February 2008. She started her career as a dealer in 1995 with OTCEI.
Tejas Soman
Education Mr. Soman has done B.Com from University of Mumbai and Post Graduate Program in Securities Markets - From ‘NISM’
Experience Prior to joining PPFAS Mutual Fund, he was associated with SBI MF, Yes Bank Limited, STCI Primary Dealership and PricewaterhouseCoopers
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 54
Date of Incorporation 2022-10-04
Total AUM 1255465.11
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW FAQs
How to invest in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
Investing in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The term expense ratio for SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW is 0.44% as of 08 Jun 2026.
What is the NAV of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The NAV of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW is ₹13.092 as of 08 Jun 2026.
What is the AUM of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The AUM (Assets Under Management) of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW is ₹1896.73 Cr as of 08 Jun 2026.
What is the PE and PB ratio of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The PE ratio of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
Yes, you can invest in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW in the last 5 years?
The return of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW in the last 5 years is 0.0%.
What is the minimum SIP investment required in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The minimum SIP investment in SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The NAV of SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW, as of 08 Jun 2026, is ₹13.092.
Who manages the SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW?
The fund managers responsible for SBI CRISIL IBX Gilt Index - April 2029 Fund Regular-IDCW are:
- Ranjana Gupta
- Tejas Soman