Can I invest in SIP and Lumpsum in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW). Minimum lumpsum investment SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is ₹5,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

Which are the biggest stock holdings of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)?

The 5 biggest stock holdings of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) are: GSEC2036 (96.94%), GSEC2034 (1.01%), GSEC2033 (0.41%), TREPS (0.32%), Net CA & Others (1.32%)

What are the top sectors SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) invests in?

A majority of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) 's AUM worth ₹2,529.83 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)

SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)

Q: What is the NAV of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is ₹12.94 as on 2025-08-06.

Index Fund

Invest Now

NAV
12.94(-0.44%)
Fund Size (CR)
₹2,534.11
Expense Ratio
0.28
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.15%
Return Since Launch
9.67%

Absolute Return: 0.01%

Annualized Return: 0%

Basic Details

Scheme Manager

Ranjana Gupta

Bench Mark

CRISIL IBX Gilt Index - June 2036

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	29 July 2025	9994.15	-0.06%	-	-0.53%	470/1161
1 Month	4 July 2025	10024.92	0.25%	-	-2.10%	391/1143
3 Month	5 May 2025	10033.44	0.33%	-	2.75%	1002/1083
6 Month	5 February 2025	10497.93	4.98%	-	4.32%	347/1004
1 Year	5 August 2024	10951.75	9.52%	9.52%	3.77%	108/802
3 Year	-	-	0%	-	14.12%	-/-
5 Year	-	-	0%	-	18.87%	-/-
Since Inception	4 October 2022	12993.60	29.94%	9.67%	8.45%	440/1165

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 September 2024	1,20,000	124326.70	3.61%	3.61%
3 Year	1 November 2022	3,40,000	385746.08	13.45%	4.30%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.82%

Standard Deviation

0.10%

Beta

1.24%

Sharpe Ratio

1.02%

Treynor's Ratio

2.86%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)	2534.11	0.25%	0.33%	4.98%	9.52%	-
ICICI Pru NASDAQ 100 Index Fund - Direct (G)	1833.24	3.62%	20.23%	7.88%	31.62%	24.25%
ICICI Pru NASDAQ 100 Index Fund - Direct (IDCW)	1833.24	3.62%	20.23%	7.88%	31.62%	24.25%
Motilal Oswal S&P 500 Index Fund - Direct (G)	3688.63	3.10%	16.10%	4.51%	26.78%	19.37%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)	69.40	-3.32%	5.51%	12.68%	18.85%	-
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW)	69.40	-3.32%	5.51%	12.68%	18.85%	-

List of Schemes under SBI Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
SBI Saving Fund	Debt	Moderate	8.11%	3	₹35,830.32
SBI Large Cap Fund	Equity	Very High	1.2%	4	₹53,959.08
SBI Dynamic Bond Fund	Debt	Moderate	8.45%	3	₹3,725.38
SBI Consumption Opportunities Fund	Equity	Very High	-5.86%	5	₹3,185.83
SBI Gold Fund	Other	Very High	38.5%	4	₹4,409.89
SBI Infrastructure Fund-Series	Equity	Very High	-10.69%	4	₹5,195.23
SBI Technology Opportunities Fund	Equity	Very High	1.75%	0	₹4,828.67
SBI Equity Hybrid Fund	Hybrid	Very High	7.35%	3	₹78,708.42
SBI Magnum Children Benefit Fund - Savings Plan	Solution Oriented	Moderately High	7.61%	5	₹128.98
SBI Comma Fund	Equity	Very High	-3.09%	0	₹700.61
SBI ESG Exclusionary Strategy Fund	Equity	Very High	-2.57%	0	₹5,831.87
SBI Magnum Gilt Fund	Debt	Moderate	7.81%	4	₹12,031.29
SBI Magnum Constant Maturity Fund	Debt	Moderate	9.67%	0	₹1,897.80
SBI MNC Fund	Equity	Very High	-4.65%	0	₹6,308.74
SBI Credit Risk Fund	Debt	Moderately High	9.4%	3	₹2,230.63
SBI Magnum Income Fund	Debt	Moderate	8.65%	4	₹1,998.40
SBI Nifty Index Fund	Other	Very High	-0.77%	3	₹10,166.67
SBI Overnight Fund	Debt	Low	6.27%	3	₹24,327.26
SBI Midcap Fund	Equity	Very High	-3.63%	4	₹23,269.00
SBI Conservative Hybrid Fund	Hybrid	High	5.79%	4	₹9,789.20
SBI Multi Asset Allocation Fund	Hybrid	Very High	7.14%	4	₹9,312.05
SBI Flexi Cap Fund	Equity	Very High	-3.12%	3	₹22,499.74
SBI Large & Midcap Fund	Equity	Very High	1.97%	4	₹33,031.14
SBI ELSS Tax Saver Fund	Equity	Very High	-2.87%	5	₹30,616.22
SBI Contra Fund	Equity	Very High	-4.05%	5	₹47,389.62
SBI Focused Fund	Equity	Very High	3.79%	3	₹38,610.43
SBI Healthcare Opportunities Fund	Equity	Very High	14.2%	5	₹3,849.24
SBI Liquid Fund	Debt	Moderate	7.05%	2	₹72,229.61
SBI PSU Fund	Equity	Very High	-11.11%	0	₹5,427.44
SBI Magnum Medium Duration Fund	Debt	Moderately High	9.16%	3	₹6,613.62
SBI Short Horizon Debt - Short Term	Debt	Moderate	9.41%	3	₹16,320.65
SBI Magnum Low Duration Fund	Debt	Moderate	8.22%	4	₹15,421.32
SBI Arbitrage Opportunities Fund	Hybrid	Low	7.6%	3	₹37,605.64
SBI Magnum Ultra Short Duration Fund	Debt	Moderately Low	7.72%	2	₹16,375.80
SBI Small Cap Fund	Equity	Very High	-6.2%	3	₹35,696.19
SBI Banking and PSU Fund	Debt	Moderate	9.2%	3	₹4,112.02
SBI Banking & Financial Services Fund	Equity	Very High	12.63%	4	₹8,537.50
SBI Equity Savings Fund	Hybrid	Moderately High	5.49%	3	₹5,585.84
SBI Long Term Advantage Fund - Series III	Equity	Moderately High	-6.92%	0	₹72.83
SBI Long Term Advantage Fund - Series IV	Equity	Moderately High	-9.21%	0	₹211.72
SBI Long Term Advantage Fund - Series V	Equity	Moderately High	15.41%	0	₹393.89
SBI Long Term Advantage Fund - Series VI	Equity	Moderately High	-3.73%	0	₹288.08
SBI Corporate Bond Fund	Debt	Moderately Low	9.63%	3	₹25,156.67
SBI Equity Minimum Variance	Equity	Very High	-6.64%	0	₹225.06
SBI FMP - Series 1 (3668 Days)	Debt	Moderate	9.9%	0	₹49.44
SBI FMP - Series 6 (3668Days)	Debt	Moderate	9.81%	0	₹35.76
SBI FMP - Series 34 (3682Days) (G)	Debt	Moderate	9.94%	0	₹28.44
SBI Magnum Children's Benefit Fund - IP	Solution Oriented	Very High	3.66%	5	₹3,827.79
SBI Floating Rate Debt Fund	Debt	Moderately Low	8.39%	3	₹947.19
SBI Retirement Benefit Fund-Aggressive Plan (G)	Solution Oriented	Very High	-4.53%	3	₹3,007.27
SBI Retirement Benefit Fund-Aggrs Hyb Plan	Solution Oriented	Very High	-1.95%	3	₹1,616.30
SBI Retirement Benefit Fund-Conservative Plan	Solution Oriented	Moderately High	5.88%	3	₹178.66
SBI Retirement Benefit Fund-Conser Hyb Plan	Solution Oriented	High	2.79%	3	₹286.54
SBI US Specific Equity Active FoF	Other	Very High	18.12%	0	₹1,005.71
SBI FMP - Series 42 (1857Days)	Debt	Moderate	7.7%	0	₹485.04
SBI Nifty Next 50 Index Fund	Other	Very High	-10.47%	1	₹1,803.33
SBI FMP - Series 43 (1616Days)	Debt	Moderate	7.01%	0	₹120.28
SBI FMP - Series 44 (1855Days)	Debt	Moderate	7.99%	0	₹391.55
SBI FMP - Series 45 (1840Days)	Debt	Moderately Low	7.91%	0	₹229.58
SBI FMP - Series 46 (1850Days)	Debt	Moderate	7.98%	0	₹133.96
SBI FMP - Series 48 (1458Days)	Debt	Moderate	6.77%	0	₹46.97
SBI Balanced Advantage Fund	Hybrid	Very High	3.52%	5	₹36,637.47
SBI FMP - Series 49 (1823Days)	Debt	Moderately Low	8.19%	0	₹399.25
SBI FMP - Series 50 (1843Days)	Debt	Moderate	8.24%	0	₹124.03
SBI FMP - Series 51 (1846Days)	Debt	Moderate	8.27%	0	₹304.41
SBI FMP - Series 52 (1848Days)	Debt	Moderately Low	8.24%	0	₹139.69
SBI FMP - Series 53 (1839Days)	Debt	Moderate	8.38%	0	₹315.08
SBI FMP - Series 54 (1842Days)	Debt	Moderate	8.43%	0	₹38.40
SBI FMP - Series 55 (1849Days)	Debt	Moderate	8.42%	0	₹259.03
SBI FMP - Series 57 (1835Days)	Debt	Moderate	8.46%	0	₹262.19
SBI FMP - Series 58 (1842Days)	Debt	Moderate	8.47%	0	₹255.97
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund	Other	Moderately Low	8.19%	0	₹8,800.01
SBI FMP - Series 59 (1618Days)	Debt	Moderate	7.85%	0	₹28.41
SBI FMP - Series 60 (1878Days)	Debt	Moderate	8.67%	0	₹252.49
SBI Multicap Fund	Equity	Very High	5.45%	3	₹21,724.53
SBI FMP - Series 61 (1927Days)	Debt	Moderate	8.76%	0	₹342.55
SBI FMP - Series 66 (1361Days)	Debt	Moderately Low	7.68%	0	₹691.29
SBI FMP - Series 67 (1467Days)	Debt	Moderately Low	8.04%	0	₹595.66
SBI FMP - Series 64 (1169Days)	Debt	Moderate	7%	0	₹405.89
SBI FMP - Series 68 (1302Days)	Debt	Moderately Low	7.62%	0	₹196.60
SBI Nifty Smallcap 250 Index Fund	Other	Very High	-5.5%	0	₹1,525.96
SBI Nifty Midcap 150 Index Fund	Other	Very High	-2.75%	0	₹898.22
SBI CRISIL IBX Gilt Index-June 2036 Fund	Other	Moderate	9.76%	0	₹2,545.08
SBI CRISIL IBX Gilt Index-April 2029 Fund	Other	Moderate	9.48%	0	₹2,130.38
SBI CRISIL IBX SDL Index-September 2027 Fund	Other	Moderate	9.04%	0	₹1,111.08
SBI FMP - Series 72 (1239Days)	Debt	Moderately Low	7.81%	0	₹342.30
SBI FMP - Series 73 (1226Days)	Debt	Moderately Low	7.79%	0	₹204.64
SBI Long Duration Fund	Debt	Moderate	6.85%	0	₹2,809.35
SBI FMP - Series 74 (1243Days)	Debt	Moderate	7.86%	0	₹160.99
SBI FMP - Series 76 (1221Days)	Debt	Moderate	7.7%	0	₹168.48
SBI FMP - Series 78 (1170Days)	Debt	Moderate	7.79%	0	₹127.47
SBI Dividend Yield Fund	Equity	Very High	-6.8%	0	₹9,320.70
SBI FMP - Series 79 (1130Days)	Debt	Moderately Low	7.75%	0	₹83.50
SBI FMP - Series 81 (1157Days)	Debt	Moderate	7.94%	0	₹417.42
SBI BSE Sensex Index Fund	Other	Very High	-0.63%	0	₹344.02
SBI Nifty50 Equal Weight Index Fund	Other	Very High	-3.78%	0	₹1,039.81
SBI Energy Opportunities Fund	Equity	Very High	-11.68%	0	₹10,460.80
SBI Automotive Opportunities Fund	Equity	Very High	-9.99%	0	₹5,450.92
SBI Silver ETF Fund of Fund	Other	Very High	28.64%	0	₹388.37
SBI Innovative Opportunities Fund	Equity	Very High	0%	0	₹7,562.32
SBI Nifty 500 Index Fund	Other	Very High	0%	0	₹896.32
SBI Nifty India Consumption Index Fund	Other	Very High	0%	0	₹332.07
SBI Quant Fund	Equity	Very High	0%	0	₹3,949.88
SBI Nifty Bank Index Fund	Other	Very High	0%	0	₹121.58
SBI Nifty IT Index Fund	Other	Very High	0%	0	₹48.18
SBI BSE PSU Bank Index Fund	Other	Very High	0%	0	₹43.45
SBI Income Plus Arbitrage Active FOF	Other	Moderately Low	0%	0	₹1,792.84
SBI Nifty200 Quality 30 Index Fund	Other	Very High	0%	0	₹331.67
SBI Nifty200 Momentum 30 Index Fund	Other	Very High	0%	0	₹0.00
SBI Nifty100 Low Volatility 30 Index Fund	Other	Very High	0%	0	₹0.00

News

SBI Mutual Fund announces Appointment of Key Personnel
SBI Mutual Fund has announced the appointment of Mr. Sankalp Anil Jain as Dealer - Fixed Income with effect from 01 August 2025:
Details of Mr. Sankalp Anil Jain
Age: 34 years
Designation: Dealer - Fixed Income
Qualification: Chartered Accountant, Chartered Financial Analyst, Bachelor of Commerce
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SBI Mutual Fund announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 August 2025

Change in Fund Manager:

Name of the Scheme	Exciting Fund Managers	New Fund Managers
SBI Long Term Advantage Fund - Series VI	Mr. R. Srinivasan	Ms. Nidhi Chawla
SBI Innovative Opportunities Fund	Mr. Prasad Padal	Mr. Vivek Gedda
SBI Conservative Hybrid Fund	Mr. Saurabh Pant	Mr. Saurabh Pant and Mr. Milind Agrwal (Co-Fund Manager)

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SBI Mutual Fund announces change in scheme name
SBI Mutual Fund has announced change in scheme name under the following scheme, With effect from 28 July 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

SBI NIFTY 1D Rate ETF SBI Nifty 1D Rate Liquid ETF - IDCW

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Existing Scheme Name	Revised Scheme Name
SBI NIFTY 1D Rate ETF	SBI Nifty 1D Rate Liquid ETF - IDCW

Fund House Details & Investment Objective

Date of Incorporation

22 September 2022

Total AUM (Cr)

₹2529.83

SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is an Index Fund-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 22 September 2022, this fund is managed by Ranjana Gupta. With assets under management (AUM) worth ₹2,529.83 (Cr), as of 6 August 2025, SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is categorized as a Index Fund within its segment. The fund has generated a return of 9.67% since its launch.
The current NAV of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is ₹12.94, as on 6 August 2025. The fund's benchmark index is CRISIL IBX Gilt Index - June 2036. You can invest in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.15% - if redeemed on or before 30 days from the date of allotment. Nil - after 30 days from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.68% in Debt and 1.32% in cash and cash equivalents.

FAQs

How to Invest in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth?

SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is a popular fund in the Index Fund segment. The fund has generated a return of 9.67% since inception. Looking to invest in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) today and reap the benefits of this Index Fund fund!

How much returns has SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) has generated annualised return of 9.52%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 9.67% returns.

What is the expense ratio of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth?

The expense ratio of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth is 0.28%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is ₹2,529.83 (Cr) as of 2025-08-06 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) Direct Growth?

Redeeming or selling units of SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).