SBI NIFTY It Index Fund - Direct Plan - Growth
Expense Ratio: 0.31
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty IT TRI
Inception: 04-02-2025
Exit Load: Nil
Fund Size:₹80.68 Cr
Performance
1Y
Fund-22.29%
Cat. Avg.2.26%
2Y
FundN/A
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-18.33%
Cat. Avg.7.39%
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. | 22.48 | 29.21% |
| 2 | Tata Consultancy Services Ltd. | 15.87 | 20.61% |
| 3 | HCL Technologies Ltd. | 9.32 | 12.11% |
| 4 | Tech Mahindra Ltd. | 8.23 | 10.69% |
| 5 | Wipro Ltd. | 5.02 | 6.52% |
| 6 | Persistent Systems Ltd. | 4.97 | 6.46% |
| 7 | Coforge Ltd. | 3.51 | 4.55% |
| 8 | LTIMindtree Ltd. | 3.49 | 4.53% |
| 9 | Mphasis Ltd. | 2.54 | 3.31% |
| 10 | Oracle Financial Services Software Ltd. | 1.50 | 1.95% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 52868 | -11.9% | -23.7% |
| SI | 07 Mar, 25 | 85000 | 73020 | -14.1% | -20.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 77707 | -22.3% | -22.3% |
| SI | 27 Feb, 25 | 1 L. | 75614 | -24.4% | -18.3% |
SIP Planner
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
₹9.00LTotal 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.