SBI BSE Sensex Next 50 ETF
Direct · Growth ₹928.04
06 Nov 2026
NAV
20.3%
3Y CAGR
20.2%
5Y CAGR
18.4%
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.
3.06
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.
0.12%
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 | ₹12.67 L | 19.3% | -61.2% | 96.9% |
| 3 Years | ₹36.00 L | ₹48.01 L | 20.8% | 1.0% | 38.3% |
| 5 Years | ₹60.00 L | ₹98.38 L | 21.0% | 10.3% | 31.9% |
| 7 Years | ₹84.00 L | ₹1.58 Cr | 18.1% | 14.3% | 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 | 19.3% | 10.2% |
| 3 Years | 20.8% | 13.7% |
| 5 Years | 21.0% | 13.1% |
| 7 Years | 18.1% | 14.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.3% | 10.3% | -38.3% | 100.8% | 0.50 | 1.58 | 81% | — | — |
| 3 Years | 20.3% | 20.7% | 10.1% | 32.9% | 3.45 | — | 100% | — | — |
| 5 Years | 20.2% | 20.1% | 11.5% | 32.2% | 3.06 | — | 100% | — | — |
-39.9%
Max Drawdown
11 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.51
3Y
0.51
5Y
0.41
7Y
50
Total Holdings
30.2%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Divi's Laboratories Ltd. | 4.37% |
| 2 | Adani Enterprises Ltd. | 3.63% |
| 3 | Tata Motors Ltd. | 3.27% |
| 4 | Adani Power Ltd. | 3.19% |
| 5 | The Federal Bank Ltd. | 2.90% |
| 6 | Samvardhana Motherson International Ltd. | 2.67% |
| 7 | One 97 Communications Ltd. | 2.66% |
| 8 | Cholamandalam Investment & Finance Co. Ltd. | 2.60% |
| 9 | Hero MotoCorp Ltd. | 2.48% |
| 10 | Cummins India Ltd. | 2.39% |