SBI Crisil IBX SDL Index - June 2034 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 736% STATE GOVERNMENT OF KARNATAKA 2034 with a portfolio weight of 75.33% .
The fund currently owns more than 4 stocks.
The top 10 holdings account for 100.00% 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 | 0.17% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance & Investments |
75.33%
|
|
| 2 |
18.19%
|
||
| 3 |
3.33%
|
||
| 4 |
3.15%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
SBI Crisil IBX SDL Index - June 2034 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.
View Similar Funds