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SBI BSE Sensex Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI BSE Sensex Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹302 Cr

Lock In Period

N/A

Expense Ratio

0.42

Exit Load

For exit on or before 15 days from the date of allotment: 0.20%.For exit after 15 days from the date of allotment: Nil.

Benchmark

BSE Sensex Total Return

SBI BSE Sensex Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.01-1.1218.94
6M-4.820.5228.06
1Y-3.852.7991.53
3Y6.3110.31189.04

Portfolio Analysis

  • Equity: 99.56%
  • Debt: 0.44%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.13.36%
2. ICICI Bank Ltd.10.83%
3. Axis Bank Ltd.4.23%
4. Kotak Mahindra Bank Ltd.3.18%

1. Reliance Industries Ltd.9.61%

1. Infosys Ltd.3.83%
2. Tata Consultancy Services Ltd.2.26%
3. HCL Technologies Ltd.1.25%
4. Tech Mahindra Ltd.0.98%

1. Bharti Airtel Ltd.6.19%

1. Larsen & Toubro Ltd.5.32%

1. Mahindra & Mahindra Ltd.3.02%
2. Maruti Suzuki India Ltd.2.00%

1. State Bank of India4.68%

1. ITC Ltd.3.04%

1. Bajaj Finance Ltd.2.95%

1. Sun Pharmaceutical Industries Ltd.2.21%

1. Eternal Ltd.2.10%

1. Hindustan Uever Ltd.2.08%

1. Titan Company Ltd.1.98%

1. NTPC Ltd.1.86%

1. Tata Steel Ltd.1.70%

1. Bharat Electronics Ltd.1.62%

1. Adani Ports and Special Economic Zone Ltd.1.47%

1. Ultratech Cement Ltd.1.46%

1. Power Grid Corporation of India Ltd.1.43%

1. Interglobe Aviation Ltd.1.32%

1. Asian Paints Ltd.1.31%

1. Trent Ltd.1.19%

1. Bajaj Finserv Ltd.1.10%

About Fund SBI BSE Sensex Index Fund Growth

SBI BSE Sensex Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹302 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 0.42. Under the expert guidance of Viral Chhadva ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Viral Chhadva

Mr. Viral Chhadva holds CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS). Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Nifty Private Bank Exchange Traded Fund Growth013 CR0.19
Nippon India Index BSE Sensex Growth0918 CR0.51
SBI BSE Sensex Index Fund Growth0302 CR0.42
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundTata Nifty Private Bank Exchange Traded Fund Growth2.007520.0339
This FundNippon India Index BSE Sensex Growth-3.826520.1109
This FundSBI BSE Sensex Index Fund Growth-3.847820.1629
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

SBI BSE Sensex Index Fund Growth FAQs

SBI BSE Sensex Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI BSE Sensex Index Fund Growth is 0.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI BSE Sensex Index Fund Growth’s fund performance is as follows:
  • 1 Month : 2.01%
  • 6 Months : -4.82%
  • 1 Year : -3.85%
  • 3 Years : 6.31%
Returns of SBI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 12.7619 as on Jul 30,2026. Since inception, the return has been 20.16%.

You can invest in SBI BSE Sensex Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI BSE Sensex Index Fund Growth is ₹302 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI BSE Sensex Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.