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ETF📊 NIFTY BANK TRI

SBI Nifty Bank ETF · Regular · Growth

SBI Mutual Fund

#115 of 232 (1Y)

NAV

₹589.7422

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹3,911 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+3.92%
3Y
+9.98%
5Y
+11.35%
Since Inception
+10.80%

SIP returns (XIRR)

1Y
+4.25%
3Y
+8.64%
5Y
+10.48%
Since Inception
+11.79%

SIP since inception — what ₹0.01/month became

Real NAV backtest from day one

₹1

Invested

₹3

Value today

11.1%

XIRR (p.a.)

0.01/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹15,188

Value today

10.4%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹6,75,000

Withdrawn

₹17,44,293

Corpus left

+₹14,19,293 net gain — withdrew ₹6,75,000 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

₹19,99,468

Value today

+9.7%

vs lumpsum

STP beat direct lumpsum by 9.7% — 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

₹3,34,797

Value today

3.3×

Multiple

Staying invested through that crash turned ₹1L into ₹3,34,797 — a 3.3× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.33

Sharpe Ratio

Alpha

Beta

0.34

Sortino

15.93%

Std Dev

-18.35%

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 Nifty Bank ETF · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

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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