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SBI Mutual Fund

SBI Gilt Fund

SBI Mutual Fund · Direct plan · Growth

3-year returns
6.6%
a year
NAV
₹72.73
▼ 0.06% · 18 Sept 2026
Fund size
₹8,215 Cr
Expense ratio
0.5%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹68.27 and has returned 6.06% a year over 3 years.

Returns, and where it stands

Against the average gilt fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.1%3.6%ahead7 of 23
3 years6.6%6.3%ahead6 of 21
5 years6.2%5.7%ahead3 of 18
10 years7.5%6.8%ahead2 of 17
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.5%-0.5%
3 months0.9%0.8%
6 months2.2%1.9%
1 year4.1%3.6%
2 yearsp.a.4.7%4.2%
3 yearsp.a.6.6%6.1%
5 yearsp.a.6.2%5.7%
7 yearsp.a.6.8%6.3%
10 yearsp.a.7.5%7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 4.07% in the last 1Y

69.971.573.118 Sept 202518 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹15,054
XIRR (per year)
5.3%
Value today
₹1,95,054

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 August 2026

  • Debt82.3%
  • Cash17.7%

Top holdings

The ten largest holdings and their share of the fund
7.71% CGL 2066Sovereign23.2%
91 DAY T-BILL 05.11.26Sovereign12.1%
91 DAY T-BILL 12.11.26Sovereign11.8%
7.55% State Government of Maharashtra 2034Sovereign8.62%
7.28% State Government of Andhra Pradesh 2032Sovereign6.56%
91 DAY T-BILL 19.11.26Sovereign6.02%
7.79% State Government of West Bengal 2045Sovereign4.16%
7.43% CGL 2076Sovereign3.79%
7.66% State Government of Kerala 2039Sovereign2%
7.86% State Government of Bihar 2039Sovereign1.85%

and 5 more holdings.

From the monthly portfolio SBI Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
2.6% a year
about the same as the gilt fund average
Worst fall so far
−3.5%
Sept 2017 to Feb 2018, against −4.7% for the category.
Years that made money
97.5%
Of every one-year stretch it has been through.
Over any three years
4.9% to 11.3%
A year, at worst and at best. Typically 7.9%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.5%
as of 31 Jul 2026

Managed by Sudhir Agarwal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

SBI Gilt Fund against other funds in the Gilt Fund category
Fund1Y3Y5YExpenseFund size
Bandhan Gilt Fund7.74%7.93%6.39%0.56%₹1,883 Cr
Axis Gilt Fund4.51%7.13%5.97%0.46%₹341 Cr
ICICI Prudential Gilt Fund4.45%6.95%6.43%0.57%₹7,950 Cr
DSP Gilt Fund3.72%6.73%5.99%0.59%₹1,213 Cr
UTI - Gilt Fund5.39%6.7%5.75%0.69%₹420 Cr
SBI Gilt Fund4.07%6.57%6.2%0.5%₹8,215 Cr
Invesco India Gilt Fund3.22%6.53%5.64%0.39%₹111 Cr

About SBI Gilt Fund

SBI Gilt Fund is a gilt fund managed by SBI Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

To provide returns to the investors generated through investments in Government securities issued by the Central Government and/or State Government(s).

The scheme's stated objective, as published by SBI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹72.7322119707
DirectIDCW₹23.2129119706
RegularGrowth₹68.2697101001
RegularGrowth₹43.8378101932
RegularGrowth₹40.9492101934
RegularIDCW₹20.9927100999
RegularIDCW₹21.0909101950
RegularIDCW₹21.3441101951
RegularIDCW₹20.6949101952

Frequently asked questions

What is the NAV of SBI Gilt Fund today?

The NAV of SBI Gilt Fund (Direct plan, Growth) is ₹72.7322 and the Regular plan NAV is ₹68.2697, as of 18 Sept 2026.

What returns has SBI Gilt Fund given?

Over the last year the Direct plan returned 4.07%, and 6.57% a year over 3 years and 6.2% a year over 5 years. That places it 6 of 21 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of SBI Gilt Fund?

The Direct plan charges 0.5% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in SBI Gilt Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has SBI Gilt Fund fallen in the past?

Its deepest fall was 3.5% from 6 Sept 2017 to 22 Feb 2018. Of every one-year stretch in its history, 98% ended in a gain.

What does SBI Gilt Fund invest in?

As on 31 Aug 2026 it held 15 positions, the largest being 7.71% CGL 2066 (23.2%), 91 DAY T-BILL 05.11.26 (12.1%), 91 DAY T-BILL 12.11.26 (11.8%). Portfolios change every month.

Which category does SBI Gilt Fund belong to?

It is a Gilt Fund from SBI Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from SBI Gilt Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.