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ETF📊 BSE SENSEX TRI

SBI BSE Sensex ETF · Regular · Growth

SBI Mutual Fund

#216 of 243 (1Y)

NAV

₹870.1850

as of 31 Jul 2026

Expense Ratio

see scheme documents

AUM

₹1.17 L Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-2.82%
3Y
+6.72%
5Y
+9.46%
Since Inception
+11.86%

SIP returns (XIRR)

1Y
-3.00%
3Y
+2.88%
5Y
+6.76%
Since Inception
+11.15%

What history actually did — last 10 years (Aug 2016 – Jul 2026)

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

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,33,900 today ₹5,95,000 invested, 10.8% XIRR.

₹5,95,000

Invested

₹10,33,900

Value today

10.8%

XIRR (p.a.)

Try the SIP calculator with this fund

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

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹2,95,084 today (11.4% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹19,16,938.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,14,907 today (3.15×).

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

-0.17

Sharpe Ratio

Alpha

Beta

-0.17

Sortino

13.58%

Std Dev

-16.05%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Jun 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**

Investment Objective

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.

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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