SBI CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth

SBI CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth
Low to Moderate Risk
Launch date15 Apr 2026
Allotment date21 Apr 2026
End date20 Apr 2026
NAV₹10.00
NFO will close in 5 days
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: --Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementRajeev Radhakrishnan
Apr 2026 - Present
View details
Education
Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
Experience
Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
Also manages these schemes
SBI Balanced Advantage Fund Direct Growth
SBI Corporate Bond Fund Direct Growth
SBI Savings Fund Direct Growth
SBI Liquid Fund Direct Plan Growth
SBI Equity Hybrid Fund Direct Plan Growth
SBI Floating Rate Debt Fund Direct Growth
Fund house & investment objective
SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM₹11,46,810.93Cr
Date of Incorporation29 Jun 1987
    SBI CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth is a -- Mutual Fund Scheme launched by SBI Mutual Fund.     This scheme was made available to investors on 29 Jun 1987.     Rajeev Radhakrishnan is the Current Fund Manager of SBI CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and     the Latest NAV as of 15 Apr 2026 is ₹10.00.  

    The SBI CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹5,000.     
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Investment ObjectiveThe scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. 
 
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Fund benchmarkCRISIL-IBX Financial Services 9-12 Months Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
www.sbimf.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
3
6.2%20.9%10,899.40
Nippon India Small Cap Fund Direct Growth
4
9.3%20.6%61,808.85
Franklin India Small Cap Fund Direct Growth
3
6.5%18.5%11,724.35
HDFC Small Cap Fund Direct Growth
4
9.3%17.3%33,724.28
Franklin India Technology Fund Direct Growth
--
1.1%16.2%1,556.24

Rank (total assets)	#1 in India
Total AUM	₹11,46,810.93Cr

Date of Incorporation	29 Jun 1987

Fund benchmark	CRISIL-IBX Financial Services 9-12 Months Debt Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	3	6.2%	20.9%	10,899.40
Nippon India Small Cap Fund Direct Growth	4	9.3%	20.6%	61,808.85
Franklin India Small Cap Fund Direct Growth	3	6.5%	18.5%	11,724.35
HDFC Small Cap Fund Direct Growth	4	9.3%	17.3%	33,724.28
Franklin India Technology Fund Direct Growth	--	1.1%	16.2%	1,556.24