SBI Mutual Fund

SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth

SBI Mutual Fund

Expense Ratio: 0.75
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 100 Low Volatility 30 Index
Inception: 08-07-2025
Exit Load: Nil
Fund Size:₹68.10 Cr

Performance

1Y
FundN/A
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund1.14%
Cat. Avg.7.02%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ICICI Bank Ltd.2.363.96%
2NTPC Ltd.2.343.92%
3HDFC Bank Ltd.2.243.76%
4SBI Life Insurance Co. Ltd.2.203.70%
5Apollo Hospitals Enterprise Ltd.2.203.69%
6Sun Pharmaceutical Industries Ltd.2.173.65%
7Bharti Airtel Ltd.2.163.63%
8ITC Ltd.2.163.63%
9Nestle India Ltd.2.143.60%
10Hindustan Unilever Ltd.2.123.56%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Aug, 256000060272+0.5%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI31 Jul, 251 L.1.01 L.+1.1%N/A

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
₹9.00L
Total Gained
₹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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