SBI BSE SENSEX ETF
Direct · Growth ₹871.20
06 Jul 2026
NAV
12.7%
3Y CAGR
13.0%
5Y CAGR
12.7%
10Y CAGR
12.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.91
Sharpe
-37.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.73 L | 14.1% | -58.2% | 92.9% |
| 3 Years | ₹36.00 L | ₹43.16 L | 12.5% | -19.0% | 30.2% |
| 5 Years | ₹60.00 L | ₹83.18 L | 13.1% | -6.9% | 21.5% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 13.3% | -1.7% | 18.4% |
| 10 Years | ₹1.20 Cr | ₹2.42 Cr | 13.3% | 9.9% | 16.2% |
| 12 Years | ₹1.44 Cr | ₹3.24 Cr | 12.4% | 10.1% | 13.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 14.1% | 13.4% |
| 3 Years | 12.5% | 9.3% |
| 5 Years | 13.1% | 5.7% |
| 7 Years | 13.3% | 6.2% |
| 10 Years | 13.3% | 5.8% |
| 12 Years | 12.4% | 8.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.7% | 12.4% | -31.1% | 91.3% | 0.48 | 1.20 | 85% | — | — |
| 3 Years | 12.7% | 12.9% | -3.4% | 30.9% | 1.43 | 7.71 | 100% | — | — |
| 5 Years | 13.0% | 13.4% | -0.8% | 24.6% | 1.82 | 10.08 | 100% | — | — |
| 10 Years | 12.7% | 12.7% | 10.2% | 14.6% | 6.91 | — | 100% | — | — |
-37.9%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.34
3Y
0.34
5Y
0.33
7Y
0.34
10Y
0.33
12Y
30
Total Holdings
64.3%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd. | 13.37% |
| 2 | ICICI Bank Ltd. | 10.84% |
| 3 | Reliance Industries Ltd. | 9.62% |
| 4 | Bharti Airtel Ltd. | 6.20% |
| 5 | Larsen & Toubro Ltd. | 5.32% |
| 6 | State Bank of India | 4.69% |
| 7 | Axis Bank Ltd. | 4.23% |
| 8 | Infosys Ltd. | 3.83% |
| 9 | Kotak Mahindra Bank Ltd. | 3.18% |
| 10 | ITC Ltd. | 3.04% |