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Index Fund📊 NIFTY IT TRI

SBI Nifty IT Index Fund · Regular · Growth

SBI Mutual Fund

#260 of 266 (1Y)

NAV

₹6.9544

as of 29 Sept 2026

Expense Ratio

0.97%

AUM

₹91 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-16.79%
3Y
—
5Y
—
Since Inception
-20.29%

SIP returns (XIRR)

1Y
-23.80%
3Y
—
5Y
—
Since Inception
-20.67%

Returns calculated from 04 February 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.

Risk Metrics

Trailing 1 year, annualised

-0.70

Sharpe Ratio

—

Alpha

—

Beta

-0.74

Sortino

23.65%

Std Dev

-34.26%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryIndex Fund
BenchmarkNIFTY IT TRI
Launch Date04 Feb 2025
AMFI Code153323
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load0.25% if redeemed switched out on or before 15 days from the date of allotment Nil after 15 days from the date of allotment For applicability of load structure please refer to SAI SID KIM Addendum issued from time to time W.E.F. 1st June 2013 STT @ 0.001% is applicable at the time of redemption switchover W.E.F. 1st July 2020 Stamp Duty @ 0.005% is applicable on allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

SBI Nifty IT Index Fund · Regular · 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 IT Index Fund · Regular · 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 ₹90.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY IT TRI. The current expense ratio is 0.97%.

Who Should Invest?

  • •Cost-conscious investors who prefer passive investing with low expense ratios
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