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ETF📊 BSE SENSEX TRI

SBI BSE Sensex ETF · Regular · Growth

SBI Mutual Fund

#211 of 235 (1Y)

NAV

₹808.6595

as of 30 Sept 2026

Expense Ratio

0.05%

AUM

₹1.17 L Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-8.81%
3Y
+4.40%
5Y
+5.49%
Since Inception
+11.10%

SIP returns (XIRR)

1Y
-13.70%
3Y
-2.51%
5Y
+3.28%
Since Inception
+9.95%

What history actually did — last 10 years (Oct 2016 – Sept 2026)

A ₹5,000 monthly SIP for the last 10 years (Oct 2016 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹9,43,099 today — ₹5,95,000 invested, 9.0% XIRR.

₹5,95,000

Invested

₹9,43,099

Value today

9.0%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Oct 2016 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹2,71,274 today (10.5% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2016 would still hold ₹17,69,644.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Oct 2016 – Sept 2026) (22 Mar 2020) would be ₹2,92,642 today (2.93×).

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

-0.87

Sharpe Ratio

—

Alpha

—

Beta

-0.87

Sortino

12.78%

Std Dev

-16.05%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

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

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Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
BenchmarkBSE SENSEX TRI
Launch Date09 Feb 2013
AMFI Code121109
Transaction factsPurchases suspended
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadEntry Load : NIL ; Exit Load : NIL.For applicability of load structure, please refer to SAI/SID/KIM / Addendum issued from time to time. W.E.F. 01-June-2013 STT @0.001% is applicable at the time of redemption / switchover.**KYC is mandatory with effect from 1st January, 2011 irrespective of investment amount for all categories of investors.** **Nomination is mandatory for new folios/accounts opened by individuals especially with single holding**

What this fund does

SBI BSE Sensex 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 Sensex ETF · Regular · Growth is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years. It manages assets worth ₹1,17,387 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE SENSEX TRI. The current expense ratio is 0.05%.

Who Should Invest?

  • •Cost-conscious investors who prefer passive investing with low expense ratios
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