SBI BSE Sensex Next 50 ETF
Direct · Growth ₹936.26
25 Jun 2026
NAV
20.6%
3Y CAGR
21.0%
5Y CAGR
18.6%
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.
3.51
Sharpe
-39.9%
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 | ₹12.71 L | 20.2% | -61.2% | 96.9% |
| 3 Years | ₹36.00 L | ₹48.48 L | 21.8% | 3.8% | 38.3% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 22.0% | 10.9% | 31.9% |
| 7 Years | ₹84.00 L | ₹1.63 Cr | 18.7% | 14.7% | 20.6% |
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 | 20.2% | 13.4% |
| 3 Years | 21.8% | 9.4% |
| 5 Years | 22.0% | 5.5% |
| 7 Years | 18.7% | 6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.2% | 11.5% | -38.3% | 100.8% | 0.53 | 1.68 | 81% | — | — |
| 3 Years | 20.6% | 21.1% | 10.1% | 32.9% | 3.53 | — | 100% | — | — |
| 5 Years | 21.0% | 20.9% | 13.1% | 32.2% | 3.51 | — | 100% | — | — |
-39.9%
Max Drawdown
11 mo
Drawdown Duration
8 mo
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.48
1Y
0.52
3Y
0.53
5Y
0.40
7Y
50
Total Holdings
28.8%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Ltd. | 3.70% |
| 2 | Divi's Laboratories Ltd. | 3.18% |
| 3 | Cummins India Ltd. | 3.00% |
| 4 | Tata Motors Ltd. | 2.99% |
| 5 | TVS Motor Company Ltd. | 2.93% |
| 6 | Varun Beverages Ltd. | 2.68% |
| 7 | The Federal Bank Ltd. | 2.67% |
| 8 | Tata Power Company Ltd. | 2.62% |
| 9 | Suzlon Energy Ltd. | 2.59% |
| 10 | Cholamandalam Investment & Finance Co. Ltd. | 2.45% |