SBI Nifty India Consumption Index Fund
Direct · Growth ₹9.55
19 Oct 2026
NAV
2.3%
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.
-0.69
Sharpe
-18.3%
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.
0.40%
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 | ₹11.93 L | 0.9% | -25.7% | 24.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 0.9% | 14.3% | 5.8% | -13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.3% | 2.2% | -13.1% | 14.1% | -0.69 | -0.59 | 62% | — | — |
-18.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.95 | 0.99 | 93.1% | 96.6% | -13.2% | -11.4% |
| 3 Years | +0.33 | 0.96 | 93.6% | 92.3% | -1.2% | -1.8% |
| 5 Years | +0.10 | 0.96 | 93.6% | 92.3% | -0.7% | -1.1% |
| 7 Years | -0.01 | 0.96 | 93.6% | 92.3% | -0.5% | -0.8% |
| 10 Years | -0.08 | 0.96 | 93.6% | 92.3% | -0.4% | -0.6% |
| 12 Years | -0.11 | 0.96 | 93.6% | 92.3% | -0.3% | -0.5% |
| 15 Years | -0.14 | 0.96 | 93.6% | 92.3% | -0.2% | -0.4% |
30
Total Holdings
59.6%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd. | 9.40% |
| 2 | Mahindra & Mahindra Ltd. | 8.59% |
| 3 | ITC Ltd. | 7.22% |
| 4 | Eternal Ltd. | 6.96% |
| 5 | Titan Company Ltd. | 6.18% |
| 6 | Maruti Suzuki India Ltd. | 5.18% |
| 7 | Hindustan Unilever Ltd. | 5.12% |
| 8 | Bajaj Auto Ltd. | 3.94% |
| 9 | Asian Paints Ltd. | 3.52% |
| 10 | Interglobe Aviation Ltd. | 3.47% |