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ETF📊 NIFTY IT TRI

SBI Nifty IT ETF · Regular · Growth

SBI Mutual Fund

#231 of 232 (1Y)

NAV

₹318.9590

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹70 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-25.33%
3Y
+2.14%
5Y
+2.09%
Since Inception
+7.31%

SIP returns (XIRR)

1Y
-26.11%
3Y
-10.45%
5Y
-3.72%
Since Inception
-1.42%

SIP since inception — what ₹0.01/month became

Real NAV backtest from day one

₹1

Invested

₹1

Value today

-3.0%

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

₹7,201

Value today

6.7%

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

₹3,40,000

Withdrawn

₹11,27,506

Corpus left

+₹4,67,506 net gain — withdrew ₹3,40,000 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

₹7,06,995

Value today

-18.2%

vs lumpsum

Direct lumpsum would have beaten STP by 18.2% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹88,879

Value today

0.9×

Multiple

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-1.28

Sharpe Ratio

Alpha

Beta

-1.26

Sortino

23.50%

Std Dev

-36.88%

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 IT ETF · Regular · Growth?

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Fund Details

Fund HouseSBI Mutual Fund
CategoryETF
BenchmarkNIFTY IT TRI
Launch Date06 Oct 2020
AMFI Code148542
Transaction facts

Investment Objective

SBI Nifty IT 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 IT ETF · Regular · Growth is a ETF mutual fund offered by SBI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹70.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY IT 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