SBI S&P BSE Sensex Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of SBI S&P BSE Sensex Index Fund - Growth - Direct Plan is ₹12.16.
It is better to invest in a fund with a longer track record as SBI S&P BSE Sensex Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX, as the Funds portfolio is similar to its benchmark.
SBI S&P BSE Sensex Index Fund - Growth - Direct Plan fund’s expense ratio is 0.19%
The process for redemption is
The AUM of SBI S&P BSE Sensex Index Fund - Growth - Direct Plan is currently ₹159 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 67% of fund’s portfolio respectively.
Top three sectors of SBI S&P BSE Sensex Index Fund - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 64% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Sensex it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI S&P BSE Sensex Index Fund - Growth - Direct Plan Fund is Index Funds - Sensex.
Raviprakash Sharma manages the SBI S&P BSE Sensex Index Fund - Growth - Direct Plan Fund.
SBI S&P BSE Sensex Index Fund - Growth - Direct Plan current PE ratio is 29.94 and PB ratio is 6.07
The asset allocation of SBI S&P BSE Sensex Index Fund - Growth - Direct Plan is Stocks : 100%, Debt : -0.01% and Gold : 0%
The minimum SIP amount for SBI S&P BSE Sensex Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI S&P BSE Sensex Index Fund - Growth - Direct Plan is 0.20% on or before 15 days, Nil after 15 days