SBI CRISIL IBX Gilt Index April 2029 Fund
Direct · Growth ₹13.08
20 Mar 2026
NAV
8.1%
3Y CAGR
8.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.17
Sharpe
-1.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.44 L | 8.0% | 2.8% | 12.9% |
| 3 Years | ₹36.00 L | ₹40.46 L | 8.0% | 6.7% | 8.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 8.0% | 14.5% | 9.1% | -6.5% |
| 3 Years | 8.0% | 11.2% | 13.0% | -3.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.2% | 8.5% | 3.7% | 11.4% | 1.11 | 3.23 | 100% | — | — |
| 3 Years | 8.1% | 8.3% | 7.1% | 8.9% | 3.17 | — | 100% | — | — |
-1.1%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
7.79
1Y
7.64
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.95 | 0.05 | 7.2% | 0.4% | 5.1% | -3.4% |
| 3 Years | +1.13 | 0.03 | 7.8% | -2.2% | 7.6% | 6.7% |
| 5 Years | -0.54 | 0.03 | 8.2% | -2.5% | 6.0% | 7.4% |
| 7 Years | -2.22 | 0.03 | 8.2% | -2.5% | 4.2% | 5.2% |
| 10 Years | -3.46 | 0.03 | 8.2% | -2.5% | 3.0% | 3.6% |
| 12 Years | -3.94 | 0.03 | 8.2% | -2.5% | 2.5% | 3.0% |
| 15 Years | -4.41 | 0.03 | 8.2% | -2.5% | 2.0% | 2.4% |