SBI S&P BSE Sensex Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹11.87.
It is better to invest in a fund with a longer track record as SBI S&P BSE Sensex Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX - TRI, as the Funds portfolio is similar to its benchmark.
SBI S&P BSE Sensex Index Fund - Regular Plan - Growth fund’s expense ratio is 0.44%
The process for redemption is
The AUM of SBI S&P BSE Sensex Index Fund - Regular Plan - Growth is currently ₹155 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 34% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 66% of fund’s portfolio respectively.
Top three sectors of SBI S&P BSE Sensex Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Index Funds - Sensex.
Raviprakash Sharma manages the SBI S&P BSE Sensex Index Fund - Regular Plan - Growth Fund.
SBI S&P BSE Sensex Index Fund - Regular Plan - Growth current PE ratio is 30.79 and PB ratio is 6.22
The asset allocation of SBI S&P BSE Sensex Index Fund - Regular Plan - Growth is Stocks : 100.01%, Debt : -0.01% and Gold : 0%
The minimum SIP amount for SBI S&P BSE Sensex Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI S&P BSE Sensex Index Fund - Regular Plan - Growth is 0.20% on or before 15 days, Nil after 15 days