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ETF📊 NIFTY IT TRI

SBI Nifty IT ETF · Regular · Growth

SBI Mutual Fund

#239 of 241 (1Y)

NAV

₹317.9415

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹70 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-21.41%
3Y
-0.64%
5Y
+1.11%
Since Inception
+7.16%

SIP returns (XIRR)

1Y
-22.70%
3Y
-10.56%
5Y
-3.89%
Since Inception
-1.43%

What history actually did — last 5 years (Jul 2021 – Jul 2026)

A ₹5,000 monthly SIP for the last 5 years (Jul 2021 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,69,243 today ₹3,00,000 invested, -4.4% XIRR.

₹3,00,000

Invested

₹2,69,243

Value today

-4.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 5 years (Jul 2021 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 5 years ago would be ₹1,05,694 today (1.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2021 would still hold ₹7,87,697.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 5 years (Jul 2021 – Jul 2026) (3 Jun 2024) would be ₹91,719 today (0.92×).

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

-1.19

Sharpe Ratio

Alpha

Beta

-1.18

Sortino

23.99%

Std Dev

-38.50%

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 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
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