SBI Mutual Fund

SBI BSE Psu Bank ETF

SBI Mutual Fund

Expense Ratio: 0.25
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: BSE PSU Bank TRI
Inception: 17-03-2025
Exit Load: Nil
Fund Size:₹872.45 Cr

Performance

1Y
Fund5.13%
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund20.07%
Cat. Avg.-6.26%

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.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000057452-4.2%-8.7%
SI07 Apr, 259500098961+4.2%+5.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.05 L.+5.1%+5.1%
SI26 Mar, 251 L.1.33 L.+33.0%+20.1%

SIP Calculator

Visualize how small monthly investments grow over time.

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Years
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Beat inflation and compound wealth faster with an annual step-up.

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP 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.

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