- Mutual Funds
- SBI Mutual Fund
- SBI S&P BSE Sensex Index Fund (Growth)
Formerly SBI S&P BSE Sensex Index Fund Reg Gr
SBI S&P BSE Sensex Index Fund (Growth)
₹ 10.7705
NAV (Nov 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.7705
NAV (Nov 29)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.7% |
6 Month CAGR | 7.7% |
Scheme Information
The investment objective of the scheme is 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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0 |
Launched (0y ago) | May 18, 2023 |
AUM in Crores | 130.582 |
ISIN | INF200KA13Y1 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI S&P BSE Sensex Index Fund (Growth) | NaN | NaN | % | |
| 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
15.3%reliance industries ltd
10.9%icici bank ltd
8.8%infosys ltd
6.7%itc ltd
5.2%Allocation by Sector
financial services
39.6%technology
15%energy
10.9%consumer defensive
9.5%consumer cyclical
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 6.5% | ||
23.4% | 17.5% | ||
17.3% | 11.8% | ||
29.7% | 16% | ||
4.9% | 6.9% |
SBI S&P BSE Sensex Index Fund (G) Review
SBI S&P BSE Sensex Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 7.7% over a period of 0 years. The fund was previously known as SBI S&P BSE Sensex Index Fund Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Raviprakash Sharma.
Nav of SBI S&P BSE Sensex Index Fund (G) as of 11/29/2023 is ₹10.77 with the total AUM as of 11/30/2023 is ₹130.582. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI S&P BSE Sensex Index Fund (G) was launched on May 18, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI S&P BSE Sensex Index Fund (G) is ₹0 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 S&P 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 S&P BSE SENSEX TR INR.
SBI S&P BSE Sensex Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI S&P BSE Sensex Index Fund (G).
Frequently Asked Questions
What is SBI S&P BSE Sensex Index Fund (G)?
How to invest in SBI S&P BSE Sensex Index Fund (G)?
You can invest in SBI S&P 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 S&P BSE Sensex Index Fund (G)?
The minimum sip amount for SBI S&P BSE Sensex Index Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is SBI S&P BSE Sensex Index Fund (G) good to invest in?
As per Scripbox experts, SBI S&P BSE Sensex Index Fund (G) is a Not Reviewed Yet fund. You can investSBI S&P 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 S&P BSE Sensex Index Fund (G)?
The expense ratio of the SBI S&P BSE Sensex Index Fund (G) is % for regular plan.