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

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Low to Moderate

Returns

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Calculate SIP Returns of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has Low to Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth

Asset Allocation

Split between different types of investments

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Credit Rating Weightage

Split between categories of Equity investments

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Other details of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth

Assets

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₹-- Cr

Exit Load (Days)

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--

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

--

Min. No of Cheques

--

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About SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth is a debt mutual fund scheme of SBI Mutual Fund. Launched on April 20, 2026, it is currently managed by Rajeev Radhakrishnan. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹--.

Suitability

Low Duration funds are avoidable for most investors in our opinion, because:

  • They are meant to keep your capital safe while earning low returns. This investing need is better served by Liquid funds
  • There are too many types of debt funds with little differentiation, making choice difficult for investors. Low Duration funds are one of them
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FAQ for SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth has delivered an annualised return of % as of 12-Apr-2026.

The minimum investment required to start investing in SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular-Growth is ₹5,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.