SBI Nifty India Consumption Index Fund
Direct · Growth ₹10.49
18 Aug 2026
NAV
4.2%
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.
-0.50
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 | ₹11.99 L | 1.8% | -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 | 1.8% | 14.4% | 9.4% | -12.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.2% | 3.8% | -4.6% | 14.1% | -0.50 | -0.49 | 75% | — | — |
-18.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.1%
Avg Drawdown
Calmar Ratio by Duration
0.23
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.41 | 0.99 | 96.4% | 91.4% | -0.4% | -2.9% |
| 3 Years | +1.74 | 0.96 | 94.2% | 89.5% | 2.0% | -0.1% |
| 5 Years | +0.93 | 0.96 | 94.2% | 89.5% | 1.2% | -0.0% |
| 7 Years | +0.58 | 0.96 | 94.2% | 89.5% | 0.8% | -0.0% |
| 10 Years | +0.32 | 0.96 | 94.2% | 89.5% | 0.6% | -0.0% |
| 12 Years | +0.23 | 0.96 | 94.2% | 89.5% | 0.5% | -0.0% |
| 15 Years | +0.12 | 0.96 | 94.2% | 89.5% | 0.4% | -0.0% |
30
Total Holdings
59.7%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd. | 9.99% |
| 2 | Mahindra & Mahindra Ltd. | 8.69% |
| 3 | ITC Ltd. | 7.75% |
| 4 | Eternal Ltd. | 6.26% |
| 5 | Titan Company Ltd. | 5.76% |
| 6 | Hindustan Unilever Ltd. | 5.34% |
| 7 | Maruti Suzuki India Ltd. | 5.31% |
| 8 | Bajaj Auto Ltd. | 3.65% |
| 9 | Asian Paints Ltd. | 3.56% |
| 10 | Interglobe Aviation Ltd. | 3.35% |