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ETFregulargrowth📊 BSE SENSEX NEXT 50 TRI

SBI BSE Sensex Next 50 ETF

SBI Mutual Fund

#90 of 229 (1Y)

₹916.3779

0.01 (-0.00%)

NAV as of 31 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.89%
1 Month-1.74%
3 Months-1.70%
6 Months-2.29%
1 Year+3.34%
3 Years (CAGR)+19.80%
5 Years (CAGR)+16.16%
10 Years (CAGR)
Since Inception (Sept 2018)+14.30%

Returns calculated from 25 September 2018 onwards due to a structural change in the scheme on that date. Pre-2018 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+2.15%
3 Year SIP+10.64%
5 Year SIP+14.70%
Since Inception (Sept 2018)+16.81%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹14,055

Value today

14.4%

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

₹4,60,000

Withdrawn

₹19,12,589

Corpus left

+₹13,72,589 net gain — withdrew ₹4,60,000 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

₹17,52,094

Value today

+3.9%

vs lumpsum

STP beat direct lumpsum by 3.9% — reduced timing risk paid off

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

₹4,47,813

Value today

4.5×

Multiple

Staying invested through that crash turned ₹1L into ₹4,47,813 — a 4.5× return

Read: Staying invested through crashes

Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹23.7 Cr
Min Lumpsum₹5,000
BenchmarkBSE SENSEX NEXT 50 TRI
Launch Date05 Sept 2018
AMFI Code144916

Risk Metrics

Trailing 1 year, annualised

-0.29

Sharpe Ratio

Alpha

Beta

-0.27

Sortino

17.72%

Std Dev

-17.51%

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 NEXT 50 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 Next 50 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 Next 50 ETF is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹23.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE SENSEX NEXT 50 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