Fund Overview
Fund

SBI CRISIL IBX SDL Index - September 2027 Fund

ISIN: INF200KA14R3

13.316.26% (1Y)
End of Day NAV as on Sep 10, 2026
12.512.712.913.113.4Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM6.25%
Avg Maturity1.00
Macaulay Duration0.93
Modified Duration0.96

Fund Parameters

AUM (Cr)1,531
Base Expense Ratio0.20%
Tracking Error0.21%
All-In-Cost0.41%
Inception Date04 Oct 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.18% Tamil Nadu SDL - 26-Jul-202725.8%
07.2% Maharashtra SDL - 09-Aug-202718.1%
07.45% Rajasthan SDL - 27-Sep-202711.4%
07.33% Maharashtra SDL - 13-Sep-20279.1%
Tri-Party Repo (TREPS)4.5%
07.38% GOI - 20-Jun-20274.0%
07.25% Gujarat SDL - 23-Aug-20274.0%
07.52% Tamil Nadu SDL - 24-May-20273.7%
07.17% Gujarat SDL - 26-Jul-20273.3%
07.46% Madhya Pradesh SDL - 27-Sep-20272.5%
07.47% Chhatisgarh SDL - 27-Sep-20272.2%
06.27% Tamil Nadu SDL - 03-Sep-20271.8%
07.30% Punjab SDL - 09-Aug-20271.5%
07.26% Haryana SDL - 28-Jun-20271.2%
07.38% Telangana SDL - 25-Sep-20270.9%
07.41% Mizoram SDL - 13-Sep-20270.9%
07.29% Haryana SDL - 23-Aug-20270.9%
Net Current Asset0.9%
06.28% Gujarat SDL - 01-Sep-20270.9%
07.41% Haryana SDL - 27-Sep-20270.7%
07.25% Kerala SDL - 12-Jul-20270.6%
07.19% Uttar Pradesh SDL - 26-Jul-20270.6%
07.24% Tamil Nadu SDL - 28-Jun-20270.3%
07.23% Tamil Nadu SDL - 14-Jun-20270.0%

Advanced Ratios

Alpha0.01
Beta0.10
Sharpe Ratio0.22
Sortino Ratio0.40
Treynor Ratio0.13
Information Ratio0.09
Upside Capture21.09%
Downside Capture-6.88%

Instrument Mix

Total
100%
allocation
  • Government Securities94.6%
  • Cash & Cash Equivalents and Net Assets5.4%

Rating Mix

Total
100%
allocation
  • SOV94.6%
  • Cash & Equivalent5.4%

Fund • Last updated: 11/09/2026