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ETFregulargrowth📊 BSE SENSEX TRI

SBI BSE SENSEX ETF

SBI Mutual Fund

#203 of 229 (1Y)

₹829.3771

0.00 (-0.00%)

NAV as of 31 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.29%
1 Month-3.80%
3 Months-8.79%
6 Months-11.33%
1 Year-5.77%
3 Years (CAGR)+7.95%
5 Years (CAGR)+9.58%
10 Years (CAGR)+12.19%
Since Inception (Feb 2013)+11.71%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-11.38%
3 Year SIP+1.25%
5 Year SIP+5.92%
Since Inception (Feb 2013)+10.88%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹21,345

Value today

11.6%

CAGR (p.a.)

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

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,90,000

Withdrawn

₹25,99,590

Corpus left

+₹23,89,590 net gain — withdrew ₹7,90,000 AND corpus grew

Plan your SWP with real NAV

₹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

₹24,91,941

Value today

-2.7%

vs lumpsum

Direct lumpsum would have beaten STP by 2.7% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,00,139

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,00,139 — a 3.0× return

Read: Staying invested through crashes

Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹1,20,715 Cr
Min Lumpsum₹5,000
BenchmarkBSE SENSEX TRI
Launch Date09 Feb 2013
AMFI Code121109

Risk Metrics

Trailing 1 year, annualised

-0.72

Sharpe Ratio

Alpha

Beta

-0.73

Sortino

13.60%

Std Dev

-16.05%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:BSE SENSEX TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

SBI BSE SENSEX ETF 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 is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years. It manages assets worth ₹1,20,715 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE SENSEX 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