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ETFregulargrowth📊 NIFTY INDIA CONSUMPTION TRI

SBI Nifty Consumption ETF

SBI Mutual Fund

#128 of 229 (1Y)

₹115.8977

2.12 (-1.80%)

NAV as of 29 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.63%
1 Month-2.15%
3 Months-3.46%
6 Months-9.54%
1 Year-0.22%
3 Years (CAGR)+14.18%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2021)+13.09%

Returns calculated from 22 July 2021 onwards due to a structural change in the scheme on that date. Pre-2021 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-5.70%
3 Year SIP+5.89%
5 Year SIP
Since Inception (Jun 2021)+10.41%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹9,193

Value today

13.4%

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

₹10,39,427

Value today

-5.8%

vs lumpsum

Direct lumpsum would have beaten STP by 5.8% — but STP reduced timing risk

Model your own STP with real NAV

Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹23.6 Cr
Min Lumpsum₹5,000
BenchmarkNIFTY INDIA CONSUMPTION TRI
Launch Date30 Jun 2021
AMFI Code149041

Risk Metrics

Trailing 1 year, annualised

-0.40

Sharpe Ratio

Alpha

Beta

-0.39

Sortino

15.12%

Std Dev

-18.20%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:NIFTY INDIA CONSUMPTION 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 Nifty Consumption 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 Nifty Consumption ETF is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹23.6 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY INDIA CONSUMPTION 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