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SBI Nifty IT Index Fund - Regular Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 79/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)8.82%
- Expense ratio (20%)0.24%
- AUM (15%)₹14,114 Cr
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Other · Index Funds
₹10.0
AUM: ₹14,113 Cr
NAV updated 8 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.24%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Viral Chhadva
Inception
Oct 2026
Benchmark
Nifty200 Value 30 Total Return Index
Sharpe Ratio
-0.79
Std Dev (1Y)
25.34%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.56%
3m
+1.4%
6m
-1.99%
1y
-20.43%
3y
+8.82%
5y
+9.06%
10y
+11.73%
since inception
-16.55%
TopFund's Take on SBI Nifty IT Index Fund - Regular Plan - Growth
SBI Nifty IT Index Fund - Regular Plan - Growth holds up reasonably well within the Index Funds category, backed by a 4-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.
Cost: At 0.24%, the expense ratio is roughly in line with the Index Funds category average of 0.26% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.79 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, with 25.34% annualised volatility, this is among the more turbulent funds in the Index Funds space — expect sharp swings in both directions.
Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. 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 Nifty IT Index Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of SBI Nifty IT Index Fund - Regular Plan - Growth is ₹10.0. NAV is updated every business day after market close by AMFI.
1Y: -20.43% · 3Y CAGR: 8.82% · 5Y CAGR: 9.06%
The expense ratio of SBI Nifty IT Index Fund - Regular Plan - Growth is 0.24% per annum. This is the annual fee charged by the fund to manage your investment.
SBI Nifty IT Index Fund - Regular Plan - Growth is managed by Viral Chhadva at SBI Mutual Fund.
SBI Nifty IT Index Fund - Regular Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
SBI Nifty IT Index Fund - Regular Plan - Growth is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in SBI Nifty IT Index Fund - Regular Plan - Growth 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 Nifty IT Index Fund - Regular Plan - Growth is ₹14,114 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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