SBI CRISIL-IBX Financial Services 9-12 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 MAHINDRA RURAL HOUSING FINANCE LTD with a portfolio weight of 7.44% .
The fund currently owns more than 19 stocks.
The top 10 holdings account for 70.98% of total assets.
Based on portfolio allocation, this fund appears highly 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 & Investments |
7.44%
|
|
| 2 | Finance & Investments |
7.43%
|
|
| 3 | Finance - Housing |
7.39%
|
|
| 4 | Finance - Banks - Private Sector |
7.16%
|
|
| 5 | Finance - Banks - Public Sector |
7.16%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
7.14%
|
|
| 7 | Finance & Investments |
7.13%
|
|
| 8 | Finance - Banks - Public Sector |
7.12%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
7.11%
|
|
| 10 | Finance - Housing |
5.90%
|
|
| 11 | Finance - Banks - Private Sector |
5.71%
|
|
| 12 | Finance - Banks - Public Sector |
5.70%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
SBI CRISIL-IBX Financial Services 9-12 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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