SBI Nifty IT Index Fund
Direct · Growth ₹6.90
06 Jul 2026
NAV
-19.2%
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.
-3.58
Sharpe
-34.1%
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 | ₹10.32 L | -21.1% | -41.3% | 16.7% |
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 | -21.1% | 14.5% | 9.1% | -35.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -19.2% | -19.6% | -32.3% | -0.8% | -3.58 | -0.96 | 0% | — | — |
-34.1%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-12.1%
Avg Drawdown
Calmar Ratio by Duration
-0.56
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -18.31 | 0.80 | 88.5% | 111.3% | -19.8% | -3.4% |
| 3 Years | -10.43 | 0.93 | 95.8% | 125.2% | -7.1% | 3.1% |
| 5 Years | -6.50 | 0.93 | 95.8% | 125.2% | -4.3% | 1.8% |
| 7 Years | -4.79 | 0.93 | 95.8% | 125.2% | -3.1% | 1.3% |
| 10 Years | -3.51 | 0.93 | 95.8% | 125.2% | -2.2% | 0.9% |
| 12 Years | -3.00 | 0.93 | 95.8% | 125.2% | -1.8% | 0.8% |
| 15 Years | -2.50 | 0.93 | 95.8% | 125.2% | -1.5% | 0.6% |
10
Total Holdings
100.1%
Top 10 Weight
1
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Infosys Ltd. | 27.10% |
| 2 | Tata Consultancy Services Ltd. | 19.73% |
| 3 | Tech Mahindra Ltd. | 11.46% |
| 4 | HCL Technologies Ltd. | 10.69% |
| 5 | Wipro Ltd. | 7.10% |
| 6 | Persistent Systems Ltd. | 6.87% |
| 7 | Coforge Ltd. | 6.02% |
| 8 | LTM Ltd. | 4.58% |
| 9 | Mphasis Ltd. | 3.66% |
| 10 | Oracle Financial Services Software Ltd. | 2.89% |