SBI CRISIL IBX Gilt Index June 2036 Fund
Direct · Growth ₹13.23
20 Mar 2026
NAV
8.1%
3Y CAGR
8.2%
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.
2.42
Sharpe
-3.2%
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.
0.28%
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 | ₹12.45 L | 8.0% | -1.9% | 15.2% |
| 3 Years | ₹36.00 L | ₹40.15 L | 7.5% | 5.3% | 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% | 14.4% | 9.4% | -6.4% |
| 3 Years | 7.5% | 11.1% | 12.3% | -3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.3% | 8.2% | 0.6% | 13.6% | 0.66 | 1.34 | 100% | — | — |
| 3 Years | 8.1% | 8.3% | 6.6% | 9.4% | 2.42 | — | 100% | — | — |
-3.2%
Max Drawdown
1 mo
Drawdown Duration
2 mo
Recovery Time
-0.3%
Avg Drawdown
Calmar Ratio by Duration
2.61
1Y
2.56
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.59 | 0.10 | 12.6% | 5.2% | 6.2% | -2.9% |
| 3 Years | +1.43 | 0.06 | 10.1% | -0.2% | 8.0% | 7.8% |
| 5 Years | -0.18 | 0.06 | 10.6% | -0.4% | 6.4% | 7.3% |
| 7 Years | -1.91 | 0.06 | 10.6% | -0.4% | 4.5% | 5.2% |
| 10 Years | -3.20 | 0.06 | 10.6% | -0.4% | 3.1% | 3.6% |
| 12 Years | -3.69 | 0.06 | 10.6% | -0.4% | 2.6% | 3.0% |
| 15 Years | -4.18 | 0.06 | 10.6% | -0.4% | 2.1% | 2.4% |