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ETF📊 NIFTY BANK TRI

SBI Nifty Bank ETF · Regular · Growth

SBI Mutual Fund

#125 of 241 (1Y)

NAV

₹590.1938

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹3,911 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+1.77%
3Y
+9.28%
5Y
+10.49%
Since Inception
+10.74%

SIP returns (XIRR)

1Y
+3.79%
3Y
+8.19%
5Y
+10.20%
Since Inception
+11.66%

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

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

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,76,662 today ₹6,00,000 invested, 11.4% XIRR.

₹6,00,000

Invested

₹10,76,662

Value today

11.4%

XIRR (p.a.)

Try the SIP calculator with this fund

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

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,06,380 today (11.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹19,87,135.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,49,616 today (3.50×).

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

0.39

Sharpe Ratio

Alpha

Beta

0.40

Sortino

15.86%

Std Dev

-18.35%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 2026

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

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Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
BenchmarkNIFTY BANK TRI
Launch Date20 Mar 2015
AMFI Code134008

Investment Objective

SBI Nifty Bank 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 Bank ETF · Regular · Growth is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹3,911 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY BANK 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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