SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

Fund House: SBI Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 08-07-2025

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY 100 Low Volatility 30 TRI

Total Assets: 0.0 As on ()

Expense Ratio: 0.79% As on (31-08-2025)

Turn over: 81.00% | Exit Load:

NAV as on 07-10-2025

10.1874

0.0046

CAGR Since Inception

1.06%

NIFTY 100 Low Volatility 30 TRI 17.66%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW) - - - - 1.06
Nifty 100 Low Volatility 30 TRI -0.86 17.47 18.13 14.24 17.66
Index Fund 2.24 14.77 18.47 12.31 8.52

Funds Manager

Mr. Viral Chhadva,

RETURNS CALCULATORS for SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Nifty100 Low Volatility 30 Index Fund Reg Plan Income Cum Distribution Capital Withdrawal (IDCW) 08-07-2025 0.0 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 31.34 32.85 32.6 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 29.08 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 28.52 0.0 0.0 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 23.45 28.76 24.17 18.71 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 14.66 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 13.67 20.0 0.0 0.0 0.0
ICICI Prudential Nifty Bank Index Fund Gr 05-03-2022 11.35 12.58 12.69 0.0 0.0
DSP Nifty Bank Index Fund Reg Gr 02-05-2024 11.3 0.0 0.0 0.0 0.0
Motilal Oswal Nifty Bank Index Reg 05-09-2019 11.27 12.41 12.64 19.13 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW) - - - - - -
Index Fund - - - - - -