SBI BSE Sensex Next 50 ETF
Expense Ratio: 0.12
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: BSE SENSEX Next 50 TRI
Inception: 05-09-2018
Exit Load: Nil
Fund Size:₹24.41 Cr
Performance
1Y
Fund-2.45%
Cat. Avg.-0.91%
2Y
Fund-1.41%
Cat. Avg.0.60%
3Y
Fund14.31%
Cat. Avg.-22.41%
5Y
Fund11.50%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund13.92%
Cat. Avg.-6.26%
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 | Adani Power Ltd. | 0.82 | 3.25% |
| 2 | Tata Motors Ltd. | 0.80 | 3.19% |
| 3 | Adani Enterprises Ltd. | 0.78 | 3.10% |
| 4 | Divi's Laboratories Ltd. | 0.76 | 3.01% |
| 5 | The Federal Bank Ltd. | 0.73 | 2.92% |
| 6 | Cholamandalam Investment & Finance Co. Ltd. | 0.70 | 2.79% |
| 7 | Cummins India Ltd. | 0.69 | 2.76% |
| 8 | Avenue Supermarts Ltd. | 0.64 | 2.56% |
| 9 | Suzlon Energy Ltd. | 0.64 | 2.55% |
| 10 | Varun Beverages Ltd. | 0.62 | 2.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58930 | -1.8% | -3.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +1.1% | +1.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.2% | +4.1% |
| 5Y | 08 Nov, 21 | 3 L. | 4.01 L. | +33.6% | +11.8% |
| SI | 08 Oct, 18 | 4.85 L. | 9.02 L. | +85.9% | +15.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97551 | -2.4% | -2.5% |
| 2Y | 16 Oct, 24 | 1 L. | 97201 | -2.8% | -1.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.49 L. | +49.4% | +14.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.72 L. | +71.7% | +11.4% |
| SI | 03 Oct, 18 | 1 L. | 2.85 L. | +185.2% | +13.9% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.