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ETF📊 BSE PSU BANK TRI

SBI BSE PSU Bank ETF · Regular · Growth

SBI Mutual Fund

#28 of 232 (1Y)

NAV

₹50.6830

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹1,391 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+25.83%
3Y
5Y
Since Inception
+30.59%

SIP returns (XIRR)

1Y
+19.88%
3Y
5Y
Since Inception
+23.68%

SIP since inception — what ₹1,00,00,00,00,000/month became

Real NAV backtest from day one

₹15,00,00,00,00,000

Invested

₹16,28,81,70,28,759

Value today

14.2%

XIRR (p.a.)

1,00,00,00,00,000/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹6,612

Value today

25.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,80,947

Value today

-14.2%

vs lumpsum

Direct lumpsum would have beaten STP by 14.2% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.97

Sharpe Ratio

Alpha

Beta

0.95

Sortino

24.21%

Std Dev

-20.51%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
BenchmarkBSE PSU BANK TRI
Launch Date24 Mar 2025
AMFI Code153435
Transaction facts

Available transactions

Demat

Investment Objective

SBI BSE PSU Bank ETF · 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

SBI BSE PSU Bank ETF · Regular · Growth is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,391 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 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