SBI Nifty IT Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹97.99 Cr
Expense Ratio
0.89%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
21 Feb 2025
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +12.06% | -- |
| 3 Months | +11.42% | -- |
| 6 Months | -5.07% | -- |
| 1 Year | -8.44% | -8.44% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -21.16% | -14.93% |
Holdings as on 13 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Infosys | 29.84 | 30.45 |
| Tata Consultancy Services | 20.10 | 20.50 |
| HCL Technologies | 10.95 | 11.17 |
| Tech Mahindra | 10.64 | 10.85 |
| Wipro | 5.83 | 5.95 |
| Persistent Systems | 5.61 | 5.72 |
| Coforge | 4.79 | 4.89 |
| LTM Ltd | 3.92 | 4.00 |
| Mphasis | 3.42 | 3.48 |
| Oracle Financial Services Software | 3.07 | 3.13 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
The SBI Nifty IT Index Fund Regular Growth has an AUM of 97.99 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.89%. The minimum investment in SBI Nifty IT Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Infosys, Tata Consultancy Services, HCL Technologies, Tech Mahindra.
The major sectors where the fund is invested are Software & Programming, Computer Services.
Some of the similar funds are Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth, ICICI Prudential Nifty50 Value 20 Index Fund Regular Growth, SBI Nifty IT Index Fund Regular Growth, Tata Nifty Auto Index Fund Regular Growth, Edelweiss Nifty Alpha Low Volatility 30 Index Fund Regular Growth. SBI Nifty IT Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating SBI Nifty IT Index Fund Regular Growth has a High risk & return.
SBI Nifty IT Index Fund Regular Growth is managed by Viral Chhadva.
The expense ratio of SBI Nifty IT Index Fund Regular Growth is 0.89%.
The 5 year annualized return on SBI Nifty IT Index Fund Regular Growth is 0.00% & it has generated -8.44% in the last 1 year.
The minimum investment in SBI Nifty IT Index Fund Regular Growth is 5000 Rs.
SBI Nifty IT Index Fund Regular Growth has an AUM of 97.99 crores.
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