SBI Nifty IT Index Fund
Direct · Growth ₹8.22
21 Oct 2026
NAV
-17.1%
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.
-3.49
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.
0.33%
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 | ₹10.74 L | -18.6% | -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 | -18.6% | 14.3% | 5.8% | -32.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -17.1% | -18.0% | -32.3% | -0.8% | -3.49 | -0.96 | 0% | — | — |
-34.1%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-13.8%
Avg Drawdown
Calmar Ratio by Duration
-0.50
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.30 | 0.80 | 92.8% | 87.2% | -9.2% | -11.4% |
| 3 Years | -6.06 | 0.94 | 99.9% | 113.1% | -4.6% | 1.1% |
| 5 Years | -3.81 | 0.94 | 99.9% | 113.1% | -2.8% | 0.7% |
| 7 Years | -2.84 | 0.94 | 99.9% | 113.1% | -2.0% | 0.5% |
| 10 Years | -2.11 | 0.94 | 99.9% | 113.1% | -1.4% | 0.3% |
| 12 Years | -1.81 | 0.94 | 99.9% | 113.1% | -1.2% | 0.3% |
| 15 Years | -1.53 | 0.94 | 99.9% | 113.1% | -0.9% | 0.2% |
10
Total Holdings
100.2%
Top 10 Weight
1
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Infosys Ltd. | 28.91% |
| 2 | Tata Consultancy Services Ltd. | 20.29% |
| 3 | HCL Technologies Ltd. | 11.46% |
| 4 | Tech Mahindra Ltd. | 10.54% |
| 5 | Coforge Ltd. | 7.04% |
| 6 | Persistent Systems Ltd. | 6.20% |
| 7 | Wipro Ltd. | 5.09% |
| 8 | LTM Ltd. | 4.30% |
| 9 | Mphasis Ltd. | 3.28% |
| 10 | Oracle Financial Services Software Ltd. | 3.05% |