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ETF📊 NIFTY50 EQUAL WEIGHT TRI

SBI Nifty 50 Equal Weight ETF · Regular · Growth

SBI Mutual Fund

#90 of 232 (1Y)

NAV

₹33.0186

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹31 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+5.49%
3Y
5Y
Since Inception
+2.95%

SIP returns (XIRR)

1Y
+4.43%
3Y
5Y
Since Inception
+5.09%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,115

Value today

1.2%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹6,50,529

Value today

+6.0%

vs lumpsum

STP beat direct lumpsum by 6.0% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.17

Sharpe Ratio

Alpha

Beta

0.17

Sortino

13.99%

Std Dev

-12.45%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

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

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Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
BenchmarkNIFTY50 EQUAL WEIGHT TRI
Launch Date08 Jul 2024
AMFI Code152749
Transaction facts
Exit LoadInvestors wishing to transact in the scheme units may do so by buying selling their units on the stock exchange where the scheme is listed For other details please refer to the offer document KIM addendum issued from time to time

Available transactions

Demat

Investment Objective

SBI Nifty 50 Equal Weight 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 Nifty 50 Equal Weight ETF · Regular · Growth is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹31.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY50 EQUAL WEIGHT 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