SBI CRISIL IBX SDL Index-September 2027 Fund(G) Mutual fund

SBI CRISIL IBX SDL Index-September 2027 Fund(G)

Q: How to Invest in SBI CRISIL IBX SDL Index-September 2027 Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is SBI CRISIL IBX SDL Index-September 2027 Fund good?

The SBI CRISIL IBX SDL Index-September 2027 Fund has an AUM of ₹1103.80 Cr as on 12/6/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 5.37%. The risk is Moderate against the category average of 16.99.

Q: Is SBI CRISIL IBX SDL Index-September 2027 Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of SBI CRISIL IBX SDL Index-September 2027 Fund?

There is no lock-in period applicable on SBI CRISIL IBX SDL Index-September 2027 Fund.

Q: What is the expense ratio of SBI CRISIL IBX SDL Index-September 2027 Fund?

The expense ratio of SBI CRISIL IBX SDL Index-September 2027 Fund is 0.4%.

Debt

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Debt Index Fund

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Fund Details

Current NAV

₹11.75

Expense Ratio

0.4%

Min SIP

₹500

Fund Size

₹1104Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: 0.15% - if redeemed on or before 30 days from the date of allotment. Nil - after 30 days from the date of allotment.

Fund Performance

Alpha

0.62%

Beta

0.04

Sharpe Ratio

0.833

Risk

1.14%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

SBI CRISIL IBX SDL Index-September 2027 Fund(G) FAQs

Q1. How to Invest in SBI CRISIL IBX SDL Index-September 2027 Fund through Rupeezy?

Q2. Is SBI CRISIL IBX SDL Index-September 2027 Fund good?

Q3. Is SBI CRISIL IBX SDL Index-September 2027 Fund tax free?

Q4. What is the lock-in period of SBI CRISIL IBX SDL Index-September 2027 Fund?

Q5. What is the expense ratio of SBI CRISIL IBX SDL Index-September 2027 Fund?

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