SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 21-02-2025
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY IT TRI
Total Assets: 76.34 As on (31-12-2025)
Expense Ratio: 0.73% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 16-01-2026
9.7903
0.3573
CAGR Since Inception
1.87%
NIFTY IT TRI 15.02%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW) | - | - | - | - | 1.87 |
| Nifty IT TRI | -6.86 | 12.57 | 10.45 | 15.89 | 15.02 |
| Index Fund | 7.6 | 13.62 | 14.1 | 13.6 | 8.42 |
Funds Manager
Mr. Harsh Sethi,
RETURNS CALCULATORS for SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum 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 Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Nifty IT Index Fund Reg Plan IDCW | 21-02-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 35.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Nifty200 Value 30 Index Gr | 17-10-2024 | 26.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 26.05 | 28.2 | 34.34 | 0.0 | 0.0 |
| Motilal Oswal BSE Enhanced Value Index Fund Reg | 22-08-2022 | 25.33 | 18.59 | 31.43 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 25.14 | 18.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 24.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 24.05 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty Capital Market Index Fund Reg Gr | 16-12-2024 | 23.47 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 23.25 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Nifty IT Index Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW) | - | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |