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SBI CRISIL - IBX Financial Services 9-12 Months Debt Index Fund - Regular Plan - Growth is an index scheme managed by SBI Mutual Fund. The total expense ratio is 0.32% on assets of ₹0Cr. The fund is currently managed by Mr. Rajeev Radhakrishnan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 73% of its portfolio classified as of 2026-04-30.
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bajaj Housing Finance Ltd. | Financial Services | 11.97% |
| Mahindra & Mahindra Financial Services Ltd. | Financial Services | 11.32% |
| Aditya Birla Capital Ltd. | Financial Services | 11.30% |
| Bajaj Finance Ltd. | Financial Services | 11.28% |
| LIC Housing Finance Ltd. | Financial Services | 9.54% |
| HDFC Bank Ltd. | Financial Services | 9.03% |
| REC Ltd. | Financial Services | 4.82% |
| Punjab National Bank | Financial Services | 4.55% |
| Bank of Baroda | Financial Services | 2.28% |
| Canara Bank | Financial Services | 2.26% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 78.3% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.