Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-4.42%
1 Month-16.95%
3 Months-15.16%
6 Months-8.27%
1 Year-2.40%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Feb 2025)+1.43%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.88%
3 Year SIP—
5 Year SIP—
Since Inception (Feb 2025)-14.56%
Fund Details
Fund HouseSBI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹144 Cr
Expense Ratio0.68%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date12 Feb 2025
AMFI Code153253
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
SBI Nifty Bank Index Fund-Regular Plan- Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
SBI Nifty Bank Index Fund-Regular Plan- Growth is a Index Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹144 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.68%.
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