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ETF📊 NIFTY PSU BANK TRI

Nippon India ETF Nifty PSU Bank Bees · Regular · Growth

Nippon India Mutual Fund

#27 of 241 (1Y)

NAV

₹92.8892

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹4,198 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+17.67%
3Y
+23.91%
5Y
+28.04%
Since Inception
+10.87%

SIP returns (XIRR)

1Y
+7.60%
3Y
+15.18%
5Y
+25.43%
Since Inception
+19.20%

What history actually did — last 9 years (Jul 2017 – Jul 2026)

A ₹5,000 monthly SIP for the last 9 years (Jul 2017 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹14,29,149 today ₹5,40,000 invested, 21.0% XIRR.

₹5,40,000

Invested

₹14,29,149

Value today

21.0%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 9 years (Jul 2017 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 9 years ago would be ₹2,35,908 today (10.0% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2017 would still hold ₹9,29,927.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 9 years (Jul 2017 – Jul 2026) (22 Mar 2020) would be ₹6,60,856 today (6.61×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.71

Sharpe Ratio

Alpha

Beta

0.70

Sortino

23.58%

Std Dev

-20.34%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategoryETF
BenchmarkNIFTY PSU BANK TRI
Launch Date07 Nov 2016
AMFI Code140089

Investment Objective

Nippon India ETF Nifty PSU Bank Bees · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Nippon India ETF Nifty PSU Bank Bees · Regular · Growth is a ETF mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹4,198 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY PSU BANK TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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