Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
SBI BSE Sensex Next 50 ETF
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 49/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)6.83%
- Expense ratio (20%)0.24%
- AUM (15%)₹309 Cr
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Equity · Large Cap
₹12.75
AUM: ₹309 Cr
NAV updated 28 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.24%
Exit Load
Exit load of 0.20%, if redeemed within 15 days.
Fund Manager
Raviprakash Sharma
Inception
May 2023
Benchmark
BSE Sensex Total Return Index
Sharpe Ratio
0.16
Std Dev (1Y)
16.16%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.74%
3m
+2.38%
6m
-4.32%
1y
-2.85%
3y
+6.83%
5y
+16.03%
10y
—
since inception
+15.18%
TopFund's Take on SBI BSE Sensex Next 50 ETF
SBI BSE Sensex Next 50 ETF lags behind most of its peers in the Large Cap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 0.24%, the expense ratio is meaningfully cheaper — about 60% below the Large Cap category average of 0.6% (based on 453 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.16 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.16% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about SBI BSE Sensex Next 50 ETF
The current NAV (Net Asset Value) of SBI BSE Sensex Next 50 ETF is ₹12.75. NAV is updated every business day after market close by AMFI.
1Y: -2.85% · 3Y CAGR: 6.83% · 5Y CAGR: 16.03%
The expense ratio of SBI BSE Sensex Next 50 ETF is 0.24% per annum. This is the annual fee charged by the fund to manage your investment.
SBI BSE Sensex Next 50 ETF is managed by Raviprakash Sharma at SBI Mutual Fund.
SBI BSE Sensex Next 50 ETF is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, SBI BSE Sensex Next 50 ETF is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in SBI BSE Sensex Next 50 ETF with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of SBI BSE Sensex Next 50 ETF is ₹309 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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