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 Mutual Fund

SBI Nifty Private Bank ETF

★★★★★ 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

Full rating methodology →

TopFund Score: 30/100 · Weak

How this score is calculated

  • Star rating (35%)1/5
  • 3Y CAGR (30%)7.4%
  • Expense ratio (20%)—
  • AUM (15%)₹6 Cr

Not investment advice — an analytical read of public fund data. Methodology →

SBI Mutual Fund · Other · Other ETFs

₹286.57

+2.76 (+0.97%)

AUM: ₹5 Cr

NAV updated 26 days ago

Risk

High

Exit Load

Nil

Fund Manager

Nikhil Satam

Inception

May 2026

Benchmark

Nifty Private Bank TRI

Sharpe Ratio

0.03

Std Dev (1Y)

16.93%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.98%

3m

+6.99%

6m

-1.62%

1y

+7.96%

3y

+7.4%

5y

+8.74%

10y

—

since inception

+13.53%

TopFund's Take on SBI Nifty Private Bank ETF

SBI Nifty Private Bank ETF lags behind most of its peers in the Other ETFs 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 30/100.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.93% is fairly typical for Other ETFs funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. 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

Financial 100.09%

Asset Allocation

Equity 100.09%

Frequently Asked Questions about SBI Nifty Private Bank ETF

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

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