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ETF📊 BSE SENSEX TRI

SBI BSE Sensex ETF · Regular · Growth

SBI Mutual Fund

#210 of 232 (1Y)

NAV

₹856.1345

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹1.21 L Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-4.55%
3Y
+7.89%
5Y
+9.25%
Since Inception
+11.84%

SIP returns (XIRR)

1Y
-6.67%
3Y
+2.35%
5Y
+6.53%
Since Inception
+11.11%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹21,086

Value today

11.5%

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

₹7,95,000

Withdrawn

₹25,63,057

Corpus left

+₹23,58,057 net gain — withdrew ₹7,95,000 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

₹25,23,985

Value today

-0.3%

vs lumpsum

Direct lumpsum would have beaten STP by 0.3% — 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

₹2,96,496

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹2,96,496 — a 3.0× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.38

Sharpe Ratio

Alpha

Beta

-0.38

Sortino

13.57%

Std Dev

-16.05%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

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

Thinking about SBI BSE Sensex ETF · Regular · Growth?

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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 ₹1,20,715 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