SBI Crisil - Ibx Financial Services 9-12 Months Debt Index Fund - Direct Plan - IDCW

Q: How to check the XIRR of SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - IDCW?

You can track the exact XIRR and portfolio overlapping of SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Direct Plan - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

Expense Ratio: 0.12

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL-IBX Financial Services 9 to 12 Months Debt Index

Inception: 15-04-2026

Exit Load: Nil

Fund Size:₹204.52 Cr

Performance

FundN/A

Cat. Avg.-0.92%

FundN/A

Cat. Avg.0.42%

FundN/A

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund3.01%

Cat. Avg.5.56%

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	Canara Bank	DEBT	CD	CRISIL A1	6.77%	38.25	16.45%
2	Bajaj Housing Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.24%	24.96	10.73%
3	Mahindra & Mahindra Financial Services Ltd.	DEBT	CP	CRISIL A1	7.21%	23.90	10.28%
4	Aditya Birla Capital Ltd.	DEBT	CP	CRISIL A1	7.24%	23.86	10.26%
5	Bajaj Finance Ltd.	DEBT	CP	CRISIL A1	7.18%	23.82	10.25%
6	LIC Housing Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.21%	19.91	8.56%
7	Small Industries Development Bank of India	DEBT	CD	CRISIL A1	6.91%	19.13	8.23%
8	National Bank for Agriculture and Rural Development	DEBT	CD	CRISIL A1	6.88%	19.09	8.21%
9	REC Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.02%	10.05	4.32%
10	Punjab National Bank	DEBT	CD	CRISIL A1	6.78%	9.61	4.13%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	30000	30417	+1.4%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	27 Apr, 26	1 L.	1.03 L.	+3.0%	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.