SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is REC LTD with a portfolio weight of 10.07% .
The fund currently owns more than 29 stocks.
The top 10 holdings account for 54.46% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.10% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Term Lending Institutions |
10.07%
|
|
| 2 | Telecom Equipment |
7.57%
|
|
| 3 | Finance & Investments |
5.05%
|
|
| 4 | Finance - Housing |
5.03%
|
|
| 5 | Finance - Banks - Private Sector |
4.96%
|
|
| 6 | Finance & Investments |
4.96%
|
|
| 7 | Finance - Banks - Public Sector |
4.93%
|
|
| 8 | Finance - Banks - Private Sector |
4.92%
|
|
| 9 | Finance - Banks - Public Sector |
3.52%
|
|
| 10 | Finance - Banks - Private Sector |
3.45%
|
|
| 11 |
3.17%
|
||
| 12 | Finance - Term Lending Institutions |
3.02%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan is managed by SBI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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