SBI NIFTY It ETF
Expense Ratio: 0.2
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty IT TRI
Inception: 06-10-2020
Exit Load: Nil
Fund Size:₹76.64 Cr
Performance
1Y
Fund-22.19%
Cat. Avg.3.39%
2Y
Fund-12.67%
Cat. Avg.2.48%
3Y
Fund-0.61%
Cat. Avg.-21.07%
5Y
Fund1.35%
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund7.01%
Cat. Avg.-5.90%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Infosys Ltd. | 19.08 | 29.22% |
| 2 | Tata Consultancy Services Ltd. | 13.47 | 20.62% |
| 3 | HCL Technologies Ltd. | 7.92 | 12.12% |
| 4 | Tech Mahindra Ltd. | 6.98 | 10.70% |
| 5 | Wipro Ltd. | 4.26 | 6.53% |
| 6 | Persistent Systems Ltd. | 4.22 | 6.46% |
| 7 | Coforge Ltd. | 2.98 | 4.56% |
| 8 | LTIMindtree Ltd. | 2.96 | 4.53% |
| 9 | Mphasis Ltd. | 2.16 | 3.31% |
| 10 | Oracle Financial Services Software Ltd. | 1.27 | 1.95% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 52892 | -11.8% | -23.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 97698 | -18.6% | -19.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.51 L. | -16.2% | -11.6% |
| 5Y | 09 Aug, 21 | 3 L. | 2.70 L. | -10.0% | -4.2% |
| SI | 09 Nov, 20 | 3.45 L. | 3.26 L. | -5.5% | -2.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 77807 | -22.2% | -22.2% |
| 2Y | 16 Jul, 24 | 1 L. | 76273 | -23.7% | -12.7% |
| 3Y | 17 Jul, 23 | 1 L. | 97885 | -2.1% | -0.7% |
| 5Y | 16 Jul, 21 | 1 L. | 1.07 L. | +6.9% | +1.4% |
| SI | 21 Oct, 20 | 1 L. | 1.48 L. | +47.5% | +7.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.