SBI Nifty IT Index Fund
Direct · Growth ₹7.65
18 Aug 2026
NAV
-17.8%
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.
-3.27
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 | ₹10.47 L | -19.7% | -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 | -19.7% | 14.4% | 9.4% | -34.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -17.8% | -18.9% | -32.3% | -0.8% | -3.27 | -0.96 | 0% | — | — |
-34.1%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-12.6%
Avg Drawdown
Calmar Ratio by Duration
-0.52
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -9.97 | 0.82 | 91.2% | 102.1% | -11.2% | -2.9% |
| 3 Years | -9.13 | 0.95 | 97.2% | 121.6% | -6.0% | 3.0% |
| 5 Years | -5.65 | 0.95 | 97.2% | 121.6% | -3.6% | 1.8% |
| 7 Years | -4.14 | 0.95 | 97.2% | 121.6% | -2.6% | 1.3% |
| 10 Years | -3.00 | 0.95 | 97.2% | 121.6% | -1.8% | 0.9% |
| 12 Years | -2.56 | 0.95 | 97.2% | 121.6% | -1.5% | 0.7% |
| 15 Years | -2.13 | 0.95 | 97.2% | 121.6% | -1.2% | 0.6% |
10
Total Holdings
101.0%
Top 10 Weight
1
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Infosys Ltd. | 29.51% |
| 2 | Tata Consultancy Services Ltd. | 20.49% |
| 3 | HCL Technologies Ltd. | 12.04% |
| 4 | Tech Mahindra Ltd. | 10.95% |
| 5 | Persistent Systems Ltd. | 6.29% |
| 6 | Coforge Ltd. | 6.25% |
| 7 | Wipro Ltd. | 5.19% |
| 8 | LTM Ltd. | 4.23% |
| 9 | Mphasis Ltd. | 3.24% |
| 10 | Oracle Financial Services Software Ltd. | 2.78% |