- Mutual Funds
- SBI Mutual Fund
- SBI BSE Sensex Index Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.151
NAV (Sep 6)
Fund Returns
Last 1Y | 24.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.8% |
6 Month CAGR | 10.2% |
Scheme Information
The scheme seeks to replicate the composition of the S&P BSE Sensex Index and to generate returns that are commensurate with the performance of the S&P BSE Sensex Index, subject to tracking errors
Expense Ratio | 0.44 |
Launched (0y ago) | 0.44 |
AUM in Crores | 206.6 |
ISIN | INF200KA13Y1 |
Lock-in | |
Benchmark | BSE Sensex Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI BSE Sensex Index Fund (G) | 13,61,925 | 6,29,313 | 24.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
13%Reliance Industries Ltd.
10.9%ICICI Bank Ltd.
9.1%Infosys Ltd.
7.2%ITC Ltd.
4.9%Allocation by Sector
Financial
35.95%Technology
14.87%Energy
14.69%Consumer Staples
8.41%Automobile
6.78%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.146% | 14.578% | ||
13.576% | 6.046% | ||
20.606% | 15.422% | ||
26.408% | 17.474% | ||
28.175% | 16.462% |
SBI BSE Sensex Index Fund (G) Review
SBI BSE Sensex Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 23.76% over a period of 1 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is [object Object].
Nav of SBI BSE Sensex Index Fund (G) as of 9/6/2024 is ₹13.15 with the total AUM as of 9/7/2024 is ₹206.5916. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI BSE Sensex Index Fund (G) was launched on 2023-05-26. The category risk of the fund is null.
The minimum SIP amount for SBI BSE Sensex Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI BSE Sensex Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Sensex Total Return Index.
SBI BSE Sensex Index Fund (G) is rated as a null fund in Equity and delivered 24.094% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI BSE Sensex Index Fund (G).
Frequently Asked Questions
What is SBI BSE Sensex Index Fund (G)?
How to invest in SBI BSE Sensex Index Fund (G)?
You can invest in SBI BSE Sensex Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI BSE Sensex Index Fund (G)?
The minimum sip amount for SBI BSE Sensex Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI BSE Sensex Index Fund (G) good to invest in?
As per Scripbox experts, SBI BSE Sensex Index Fund (G) is a fund. You can investSBI BSE Sensex Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI BSE Sensex Index Fund (G)?
The expense ratio of the SBI BSE Sensex Index Fund (G) is 0.44% for regular plan.